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 | $100,730 | $73,515+37.0% | $62,995+59.9% | $147,584-31.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.17% | 175.43%-164.3pp | 87.57%-76.4pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,589 | $3,320-22.0% | $2,759-6.2% | $4,876-46.9% |
| Participant deferral / active EE | $4,786 | $4,185+14.4% | $3,329+43.8% | $5,439-12.0% |
| Admin fee / account holder | $2,249 | $5,953-62.2% | $3,600-37.5% | $10,885-79.3% |