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 | $113,333 | $109,327+3.7% | $89,391+26.8% | $158,922-28.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.47% | 345.68%-336.2pp | 245.62%-236.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,928 | $3,170-39.2% | $2,586-25.4% | $4,761-59.5% |
| Participant deferral / active EE | $5,766 | $4,598+25.4% | $3,890+48.2% | $5,982-3.6% |
| Admin fee / account holder | $1,868 | $6,153-69.6% | $4,881-61.7% | $11,246-83.4% |