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 | $127,571 | $127,264+0.2% | $109,895+16.1% | $167,490-23.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.16% | 22.97%-10.8pp | 29.45%-17.3pp | 478.56%-466.4pp |
| Employer contribution / active EE | $11,111 | $3,322+234.4% | $2,842+290.9% | $4,837+129.7% |
| Participant deferral / active EE | $0 | $4,514-100.0% | $4,048-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,594 | $7,114-49.5% | $6,066-40.8% | $12,309-70.8% |