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 | $120,796 | $152,587-20.8% | $125,175-3.5% | $152,861-21.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.91% | 54.84%-27.9pp | 43.79%-16.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $16,612 | $4,946+235.8% | $3,865+329.8% | $4,762+248.8% |
| Participant deferral / active EE | $8,791 | $5,868+49.8% | $4,937+78.1% | $5,850+50.3% |
| Admin fee / account holder | $654 | $13,434-95.1% | $9,702-93.3% | $11,596-94.4% |