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 | $94,853 | $73,933+28.3% | $96,683-1.9% | $75,163+26.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.38% | 26.70%-8.3pp | 35.69%-17.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $20,068 | $2,928+585.5% | $3,737+437.0% | $2,670+651.7% |
| Participant deferral / active EE | $2,235 | $3,659-38.9% | $4,878-54.2% | $4,125-45.8% |
| Admin fee / account holder | $4,284 | $5,216-17.9% | $6,730-36.3% | $5,651-24.2% |