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 | $104,777 | $124,319-15.7% | $111,297-5.9% | $167,490-37.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.64% | 37.44%-22.8pp | 54.65%-40.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $12,510 | $3,435+264.2% | $2,731+358.1% | $4,837+158.6% |
| Participant deferral / active EE | $5,391 | $5,180+4.1% | $4,487+20.1% | $6,341-15.0% |
| Admin fee / account holder | $731 | $10,618-93.1% | $7,964-90.8% | $12,309-94.1% |