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 | $105,343 | $93,346+12.9% | $71,796+46.7% | $273,961-61.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 22.93% | 130.39%-107.5pp | 78.04%-55.1pp | 41.45%-18.5pp |
| Employer contribution / active EE | $2,628 | $2,733-3.8% | $1,924+36.6% | $4,869-46.0% |
| Participant deferral / active EE | $9,255 | $3,475+166.3% | $2,794+231.2% | $5,287+75.1% |
| Admin fee / account holder | $812 | $6,571-87.6% | $4,815-83.1% | $10,132-92.0% |