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 | $91,165 | $109,982-17.1% | $97,226-6.2% | $145,922-37.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.05% | 242.90%-232.8pp | 75.13%-65.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,647 | $3,084+50.7% | $2,729+70.3% | $4,660-0.3% |
| Participant deferral / active EE | $6,092 | $4,676+30.3% | $4,264+42.9% | $6,688-8.9% |
| Admin fee / account holder | $396 | $6,221-93.6% | $5,654-93.0% | $13,397-97.0% |