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 | $102,282 | $105,126-2.7% | $94,646+8.1% | $139,434-26.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.15% | 38.03%-17.9pp | 156.71%-136.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $13,280 | $4,106+223.5% | $3,672+261.6% | $4,751+179.5% |
| Participant deferral / active EE | $15,854 | $7,599+108.6% | $7,418+113.7% | $6,710+136.3% |
| Admin fee / account holder | $14,130 | $8,984+57.3% | $7,231+95.4% | $11,403+23.9% |