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 | $97,188 | $104,907-7.4% | $84,611+14.9% | $152,861-36.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.04% | 373.79%-357.8pp | 258.74%-242.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $6,544 | $3,302+98.2% | $2,652+146.8% | $4,762+37.4% |
| Participant deferral / active EE | $6,544 | $4,688+39.6% | $3,899+67.9% | $5,850+11.9% |
| Admin fee / account holder | $2,261 | $6,241-63.8% | $4,912-54.0% | $11,596-80.5% |