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 | $105,044 | $109,327-3.9% | $89,391+17.5% | $158,922-33.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.80% | 345.68%-332.9pp | 245.62%-232.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,061 | $3,170-35.0% | $2,586-20.3% | $4,761-56.7% |
| Participant deferral / active EE | $7,008 | $4,598+52.4% | $3,890+80.1% | $5,982+17.1% |
| Admin fee / account holder | $5,511 | $6,153-10.4% | $4,881+12.9% | $11,246-51.0% |