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 | $95,261 | $144,119-33.9% | $117,854-19.2% | $147,584-35.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.86% | 531.15%-518.3pp | 335.08%-322.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $5,578 | $4,896+13.9% | $3,786+47.3% | $4,876+14.4% |
| Participant deferral / active EE | $4,475 | $5,316-15.8% | $4,482-0.2% | $5,439-17.7% |
| Admin fee / account holder | $1,082 | $10,886-90.1% | $8,020-86.5% | $10,885-90.1% |