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 | $96,862 | $99,020-2.2% | $86,590+11.9% | $147,584-34.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.56% | 1312.34%-1291.8pp | 964.84%-944.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,269 | $3,132+4.4% | $2,839+15.1% | $4,876-33.0% |
| Participant deferral / active EE | $5,232 | $3,972+31.7% | $3,609+45.0% | $5,439-3.8% |
| Admin fee / account holder | $986 | $5,710-82.7% | $4,906-79.9% | $10,885-90.9% |