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 | $96,709 | $152,587-36.6% | $125,175-22.7% | $152,861-36.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.42% | 54.84%-37.4pp | 43.79%-26.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $12,510 | $4,946+152.9% | $3,865+223.6% | $4,762+162.7% |
| Participant deferral / active EE | $6,853 | $5,868+16.8% | $4,937+38.8% | $5,850+17.1% |
| Admin fee / account holder | $1,046 | $13,434-92.2% | $9,702-89.2% | $11,596-91.0% |