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 | $95,499 | $81,632+17.0% | $70,449+35.6% | $158,922-39.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.22% | 208.40%-191.2pp | 109.03%-91.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $6,803 | $3,217+111.5% | $2,737+148.6% | $4,761+42.9% |
| Participant deferral / active EE | $8,680 | $4,554+90.6% | $3,709+134.0% | $5,982+45.1% |
| Admin fee / account holder | $3,677 | $6,193-40.6% | $3,845-4.4% | $11,246-67.3% |