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 | $107,934-11.5% | $91,989+3.8% | $152,861-37.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.33% | 89.24%-70.9pp | 69.02%-50.7pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,744 | $4,210-34.8% | $3,452-20.5% | $4,762-42.4% |
| Participant deferral / active EE | $7,088 | $6,364+11.4% | $5,923+19.7% | $5,850+21.2% |
| Admin fee / account holder | $29,754 | $10,520+182.8% | $7,743+284.3% | $11,596+156.6% |