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 | $94,924 | $104,907-9.5% | $84,611+12.2% | $152,861-37.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.59% | 373.79%-350.2pp | 258.74%-235.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $9,585 | $3,302+190.3% | $2,652+261.4% | $4,762+101.3% |
| Participant deferral / active EE | $8,278 | $4,688+76.6% | $3,899+112.3% | $5,850+41.5% |
| Admin fee / account holder | $304 | $6,241-95.1% | $4,912-93.8% | $11,596-97.4% |