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 | $142,871 | $85,006+68.1% | $76,190+87.5% | $145,922-2.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.43% | 13.11%+0.3pp | 13.78%-0.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $16,775 | $5,265+218.6% | $4,578+266.4% | $4,660+260.0% |
| Participant deferral / active EE | $0 | $6,392-100.0% | $5,474-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,518 | $5,760+13.2% | $5,123+27.2% | $13,397-51.3% |