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 | $141,361 | $227,553-37.9% | $189,557-25.4% | $167,490-15.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.62% | 78.40%-55.8pp | 64.17%-41.5pp | 478.56%-455.9pp |
| Employer contribution / active EE | $5,703 | $5,316+7.3% | $4,412+29.2% | $4,837+17.9% |
| Participant deferral / active EE | $9,025 | $7,002+28.9% | $6,174+46.2% | $6,341+42.3% |
| Admin fee / account holder | $805 | $11,878-93.2% | $9,807-91.8% | $12,309-93.5% |