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 | $96,072 | $111,814-14.1% | $93,654+2.6% | $145,959-34.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.17% | 203.30%-191.1pp | 133.34%-121.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $5,672 | $3,092+83.5% | $2,421+134.3% | $4,661+21.7% |
| Participant deferral / active EE | $5,499 | $4,914+11.9% | $4,413+24.6% | $6,689-17.8% |
| Admin fee / account holder | $942 | $10,246-90.8% | $8,282-88.6% | $13,398-93.0% |