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 | $109,818 | $105,181+4.4% | $159,436-31.1% | $85,850+27.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.29% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $13,094 | $3,318+294.6% | $4,829+171.1% | $2,565+410.5% |
| Participant deferral / active EE | $15,211 | $5,945+155.9% | $7,352+106.9% | $3,952+284.9% |
| Admin fee / account holder | $1,276 | $6,933-81.6% | $10,799-88.2% | $6,260-79.6% |