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 3-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 | $100,886 | $100,970-0.1% | $96,576+4.5% | $137,256-26.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.38% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,683 | $3,809-3.3% | $3,553+3.6% | $4,156-11.4% |
| Participant deferral / active EE | $9,751 | $8,286+17.7% | $7,956+22.6% | $6,407+52.2% |
| Admin fee / account holder | $650 | $11,312-94.3% | $11,381-94.3% | $12,270-94.7% |