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 | $109,260 | $118,849-8.1% | $96,562+13.1% | $167,490-34.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.46% | 50.49%-41.0pp | 37.78%-28.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $15,011 | $3,120+381.2% | $2,356+537.0% | $4,837+210.3% |
| Participant deferral / active EE | $14,840 | $4,616+221.5% | $3,849+285.6% | $6,341+134.0% |
| Admin fee / account holder | $382 | $8,065-95.3% | $6,181-93.8% | $12,309-96.9% |