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 | $102,882 | $96,635+6.5% | $86,612+18.8% | $139,434-26.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.47% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,051 | $3,263-6.5% | $3,022+0.9% | $4,751-35.8% |
| Participant deferral / active EE | $3,479 | $4,836-28.1% | $4,438-21.6% | $6,710-48.2% |
| Admin fee / account holder | $1,232 | $6,408-80.8% | $5,614-78.1% | $11,403-89.2% |