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 | $112,478 | $115,770-2.8% | $101,248+11.1% | $158,922-29.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.58% | 56.14%-46.6pp | 46.47%-36.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,746 | $4,175-10.3% | $3,660+2.4% | $4,761-21.3% |
| Participant deferral / active EE | $5,813 | $4,957+17.3% | $4,370+33.0% | $5,982-2.8% |
| Admin fee / account holder | $2,634 | $7,245-63.6% | $5,945-55.7% | $11,246-76.6% |