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 | $95,393 | $113,935-16.3% | $94,224+1.2% | $125,391-23.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 4.60% | 5.29%-0.7pp | 10.68%-6.1pp | 282.22%-277.6pp |
| Employer contribution / active EE | $10,083 | $4,727+113.3% | $3,587+181.1% | $4,866+107.2% |
| Participant deferral / active EE | $10,060 | $5,179+94.3% | $4,320+132.9% | $5,352+88.0% |
| Admin fee / account holder | $516 | $8,391-93.9% | $6,269-91.8% | $9,540-94.6% |