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 | $107,322 | $114,381-6.2% | $107,525-0.2% | $142,382-24.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.15% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $8,780 | $4,015+118.7% | $3,754+133.9% | $4,299+104.2% |
| Participant deferral / active EE | $9,785 | $5,564+75.9% | $5,116+91.3% | $6,507+50.4% |
| Admin fee / account holder | $8,311 | $9,860-15.7% | $8,919-6.8% | $12,624-34.2% |