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 | $96,410 | $140,940-31.6% | $112,229-14.1% | $139,434-30.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.82% | 32.71%-15.9pp | 30.20%-13.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $7,260 | $4,283+69.5% | $3,430+111.6% | $4,751+52.8% |
| Participant deferral / active EE | $3,981 | $5,874-32.2% | $4,798-17.0% | $6,710-40.7% |
| Admin fee / account holder | $398 | $9,954-96.0% | $7,748-94.9% | $11,403-96.5% |