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 | $97,865 | $176,812-44.7% | $146,665-33.3% | $167,490-41.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.43% | 24.03%-13.6pp | 22.74%-12.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $5,125 | $5,160-0.7% | $4,136+23.9% | $4,837+5.9% |
| Participant deferral / active EE | $3,945 | $6,440-38.7% | $5,506-28.4% | $6,341-37.8% |
| Admin fee / account holder | $918 | $13,259-93.1% | $10,280-91.1% | $12,309-92.5% |