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 | $98,214 | $157,256-37.5% | $141,162-30.4% | $152,861-35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.56% | 64.32%-35.8pp | 71.39%-42.8pp | 345.32%-316.8pp |
| Employer contribution / active EE | $7,009 | $5,261+33.2% | $4,735+48.0% | $4,762+47.2% |
| Participant deferral / active EE | $15,145 | $7,109+113.0% | $6,709+125.7% | $5,850+158.9% |
| Admin fee / account holder | $465 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |