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 | $105,490 | $86,286+22.3% | $111,297-5.2% | $85,850+22.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.32% | 19.99%-7.7pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $11,344 | $2,043+455.2% | $2,731+315.4% | $2,565+342.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,698 | $8,188-42.6% | $7,964-41.0% | $6,260-24.9% |