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 | $97,098 | $107,334-9.5% | $92,893+4.5% | $152,861-36.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.99% | 145.58%-122.6pp | 109.41%-86.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,848 | $4,221-56.2% | $3,653-49.4% | $4,762-61.2% |
| Participant deferral / active EE | $11,112 | $4,845+129.4% | $4,236+162.3% | $5,850+89.9% |
| Admin fee / account holder | $9,311 | $7,079+31.5% | $5,794+60.7% | $11,596-19.7% |