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 | $93,405 | $162,781-42.6% | $133,956-30.3% | $158,922-41.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 31.34% | 41.94%-10.6pp | 45.09%-13.7pp | 302.83%-271.5pp |
| Employer contribution / active EE | $6,796 | $4,975+36.6% | $3,919+73.4% | $4,761+42.7% |
| Participant deferral / active EE | $14,050 | $5,911+137.7% | $5,048+178.4% | $5,982+134.9% |
| Admin fee / account holder | $5,035 | $11,736-57.1% | $8,927-43.6% | $11,246-55.2% |