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 | $121,331 | $104,664+15.9% | $85,682+41.6% | $167,490-27.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.46% | 21.45%-2.0pp | 21.49%-2.0pp | 478.56%-459.1pp |
| Employer contribution / active EE | $4,397 | $3,337+31.8% | $2,618+67.9% | $4,837-9.1% |
| Participant deferral / active EE | $4,259 | $4,824-11.7% | $3,923+8.6% | $6,341-32.8% |
| Admin fee / account holder | $630 | $10,032-93.7% | $6,873-90.8% | $12,309-94.9% |