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 5-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 | $94,977 | $92,798+2.3% | $96,707-1.8% | $137,256-30.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 20.17% | 31.24%-11.1pp | 34.78%-14.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,600 | $4,147-37.3% | $4,191-38.0% | $4,156-37.4% |
| Participant deferral / active EE | $11,750 | $5,877+99.9% | $5,997+95.9% | $6,407+83.4% |
| Admin fee / account holder | $5,466 | $7,946-31.2% | $7,503-27.1% | $12,270-55.5% |