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 | $94,110 | $105,859-11.1% | $90,160+4.4% | $147,584-36.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.42% | 37.63%-14.2pp | 34.88%-11.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $10,444 | $4,126+153.1% | $3,318+214.8% | $4,876+114.2% |
| Participant deferral / active EE | $12,977 | $5,733+126.3% | $5,288+145.4% | $5,439+138.6% |
| Admin fee / account holder | $2,140 | $8,046-73.4% | $5,943-64.0% | $10,885-80.3% |