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 | $103,055 | $99,877+3.2% | $84,966+21.3% | $145,922-29.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 83.76%-73.9pp | 66.38%-56.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $15,543 | $3,231+381.0% | $2,727+469.9% | $4,660+233.6% |
| Participant deferral / active EE | $10,951 | $5,291+107.0% | $4,519+142.3% | $6,688+63.8% |
| Admin fee / account holder | $2,241 | $7,248-69.1% | $6,149-63.6% | $13,397-83.3% |