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 | $90,540 | $183,592-50.7% | $155,567-41.8% | $145,959-38.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.66% | 61.24%-46.6pp | 64.74%-50.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,330 | $5,315-75.0% | $4,674-71.5% | $4,661-71.5% |
| Participant deferral / active EE | $4,548 | $6,464-29.6% | $5,628-19.2% | $6,689-32.0% |
| Admin fee / account holder | $338 | $19,318-98.2% | $15,916-97.9% | $13,398-97.5% |