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 5-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 | $109,770 | $117,841-6.8% | $102,423+7.2% | $145,922-24.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.86% | 31.65%-13.8pp | 29.32%-11.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,126 | $3,615-41.2% | $3,023-29.7% | $4,660-54.4% |
| Participant deferral / active EE | $4,968 | $5,731-13.3% | $5,053-1.7% | $6,688-25.7% |
| Admin fee / account holder | $14,568 | $13,326+9.3% | $9,451+54.1% | $13,397+8.7% |