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 | $128,781 | $106,515+20.9% | $96,683+33.2% | $139,434-7.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.98% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $9,699 | $4,103+136.4% | $3,737+159.5% | $4,751+104.1% |
| Participant deferral / active EE | $2,935 | $5,454-46.2% | $4,878-39.8% | $6,710-56.3% |
| Admin fee / account holder | $3,304 | $7,877-58.1% | $6,730-50.9% | $11,403-71.0% |