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 | $112,723 | $157,256-28.3% | $141,162-20.1% | $152,861-26.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.59% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $7,903 | $5,261+50.2% | $4,735+66.9% | $4,762+65.9% |
| Participant deferral / active EE | $12,174 | $7,109+71.2% | $6,709+81.5% | $5,850+108.1% |
| Admin fee / account holder | $647 | $12,120-94.7% | $10,261-93.7% | $11,596-94.4% |