See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,683 | $81,632+2.5% | $70,449+18.8% | $158,922-47.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.13% | 208.40%-197.3pp | 109.03%-97.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $12,953 | $3,217+302.6% | $2,737+373.3% | $4,761+172.1% |
| Participant deferral / active EE | $13,561 | $4,554+197.8% | $3,709+265.7% | $5,982+126.7% |
| Admin fee / account holder | $804 | $6,193-87.0% | $3,845-79.1% | $11,246-92.9% |