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 | $81,513 | $92,222-11.6% | $76,768+6.2% | $135,375-39.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 30.29% | 5.46%+24.8pp | 2.43%+27.9pp | 519.73%-489.4pp |
| Employer contribution / active EE | $2,637 | $3,216-18.0% | $2,485+6.1% | $4,779-44.8% |
| Participant deferral / active EE | $10,653 | $4,509+136.3% | $3,852+176.6% | $5,609+89.9% |
| Admin fee / account holder | $1,057 | $10,748-90.2% | $6,675-84.2% | $10,827-90.2% |