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 | $96,227 | $102,966-6.5% | $90,281+6.6% | $152,861-37.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.38% | 95.16%-75.8pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $3,124 | $3,139-0.5% | $2,854+9.4% | $4,762-34.4% |
| Participant deferral / active EE | $1,864 | $4,281-56.5% | $3,885-52.0% | $5,850-68.1% |
| Admin fee / account holder | $2,100 | $6,171-66.0% | $5,351-60.8% | $11,596-81.9% |