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 | $164,312 | $884,045-81.4% | $453,369-63.8% | $167,490-1.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 9.20% | 29.49%-20.3pp | 64.40%-55.2pp | 478.56%-469.4pp |
| Employer contribution / active EE | $6,056 | $5,538+9.3% | $4,070+48.8% | $4,837+25.2% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,209-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,293 | $22,063-94.1% | $11,209-88.5% | $12,309-89.5% |