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 | $105,968 | $94,752+11.8% | $112,887-6.1% | $139,434-24.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.56% | 40.88%-25.3pp | 34.10%-18.5pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,550 | $4,625-1.6% | $4,563-0.3% | $4,751-4.2% |
| Participant deferral / active EE | $10,992 | $6,512+68.8% | $6,513+68.8% | $6,710+63.8% |
| Admin fee / account holder | $13,720 | $8,527+60.9% | $7,047+94.7% | $11,403+20.3% |