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 | $101,154 | $105,859-4.4% | $90,160+12.2% | $147,584-31.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.02% | 37.63%-21.6pp | 34.88%-18.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $942 | $4,126-77.2% | $3,318-71.6% | $4,876-80.7% |
| Participant deferral / active EE | $8,486 | $5,733+48.0% | $5,288+60.5% | $5,439+56.0% |
| Admin fee / account holder | $29,603 | $8,046+267.9% | $5,943+398.1% | $10,885+172.0% |