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 | $92,023 | $85,006+8.3% | $76,190+20.8% | $145,922-36.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 10.43% | 13.11%-2.7pp | 13.78%-3.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $5,229 | $5,265-0.7% | $4,578+14.2% | $4,660+12.2% |
| Participant deferral / active EE | $7,683 | $6,392+20.2% | $5,474+40.4% | $6,688+14.9% |
| Admin fee / account holder | $23,589 | $5,760+309.6% | $5,123+360.5% | $13,397+76.1% |