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 | $105,104 | $136,179-22.8% | $98,755+6.4% | $167,490-37.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 14.59% | 67.53%-52.9pp | 49.91%-35.3pp | 478.56%-464.0pp |
| Employer contribution / active EE | $3,109 | $2,631+18.1% | $2,067+50.4% | $4,837-35.7% |
| Participant deferral / active EE | $8,980 | $3,716+141.7% | $3,035+195.9% | $6,341+41.6% |
| Admin fee / account holder | $10,185 | $5,031+102.4% | $4,076+149.9% | $12,309-17.3% |