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 | $92,150 | $157,256-41.4% | $141,162-34.7% | $152,861-39.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.97% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,524 | $5,261-14.0% | $4,735-4.4% | $4,762-5.0% |
| Participant deferral / active EE | $10,351 | $7,109+45.6% | $6,709+54.3% | $5,850+76.9% |
| Admin fee / account holder | $896 | $12,120-92.6% | $10,261-91.3% | $11,596-92.3% |