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 | $99,297 | $104,251-4.8% | $91,001+9.1% | $147,584-32.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.69% | 27.06%-12.4pp | 4.60%+10.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $4,231 | $3,116+35.8% | $2,456+72.3% | $4,876-13.2% |
| Participant deferral / active EE | $7,937 | $4,195+89.2% | $3,547+123.7% | $5,439+45.9% |
| Admin fee / account holder | $1,178 | $8,948-86.8% | $5,417-78.3% | $10,885-89.2% |