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 | $111,339 | $102,966+8.1% | $90,281+23.3% | $152,861-27.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.10% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,806 | $3,139-42.5% | $2,854-36.7% | $4,762-62.1% |
| Participant deferral / active EE | $7,077 | $4,281+65.3% | $3,885+82.2% | $5,850+21.0% |
| Admin fee / account holder | $7,881 | $6,171+27.7% | $5,351+47.3% | $11,596-32.0% |