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 | $91,276 | $107,334-15.0% | $92,893-1.7% | $152,861-40.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.79% | 145.58%-127.8pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $24,998 | $4,221+492.2% | $3,653+584.4% | $4,762+424.9% |
| Participant deferral / active EE | $11,169 | $4,845+130.5% | $4,236+163.7% | $5,850+90.9% |
| Admin fee / account holder | $618 | $7,079-91.3% | $5,794-89.3% | $11,596-94.7% |