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 | $108,582 | $109,327-0.7% | $89,391+21.5% | $158,922-31.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.21% | 345.68%-330.5pp | 245.62%-230.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,576 | $3,170+12.8% | $2,586+38.3% | $4,761-24.9% |
| Participant deferral / active EE | $8,835 | $4,598+92.1% | $3,890+127.1% | $5,982+47.7% |
| Admin fee / account holder | $379 | $6,153-93.8% | $4,881-92.2% | $11,246-96.6% |