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 | $106,065 | $118,680-10.6% | $98,907+7.2% | $158,922-33.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.67% | 372.35%-354.7pp | 196.43%-178.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $6,238 | $3,333+87.2% | $2,689+132.0% | $4,761+31.0% |
| Participant deferral / active EE | $8,624 | $5,088+69.5% | $4,244+103.2% | $5,982+44.2% |
| Admin fee / account holder | $11,204 | $10,131+10.6% | $6,642+68.7% | $11,246-0.4% |