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 | $99,758 | $117,381-15.0% | $99,443+0.3% | $152,861-34.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 15.13% | 31.87%-16.7pp | 30.72%-15.6pp | 345.32%-330.2pp |
| Employer contribution / active EE | $14,366 | $3,013+376.8% | $2,540+465.6% | $4,762+201.7% |
| Participant deferral / active EE | $11,271 | $4,086+175.8% | $3,619+211.4% | $5,850+92.7% |
| Admin fee / account holder | $4,660 | $7,631-38.9% | $6,250-25.4% | $11,596-59.8% |