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 5-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 | $99,554 | $118,450-16.0% | $98,439+1.1% | $139,434-28.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.84% | 18.94%-2.1pp | 21.16%-4.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $21,548 | $3,609+497.0% | $3,048+606.9% | $4,751+353.6% |
| Participant deferral / active EE | $15,407 | $5,392+185.7% | $4,738+225.2% | $6,710+129.6% |
| Admin fee / account holder | $4,289 | $14,026-69.4% | $8,948-52.1% | $11,403-62.4% |