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 | $107,216 | $152,587-29.7% | $125,175-14.3% | $152,861-29.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.22% | 54.84%-33.6pp | 43.79%-22.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $4,127 | $4,946-16.6% | $3,865+6.8% | $4,762-13.3% |
| Participant deferral / active EE | $9,295 | $5,868+58.4% | $4,937+88.3% | $5,850+58.9% |
| Admin fee / account holder | $423 | $13,434-96.9% | $9,702-95.6% | $11,596-96.4% |