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 | $109,921 | $107,334+2.4% | $92,893+18.3% | $152,861-28.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.48% | 145.58%-115.1pp | 109.41%-78.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,151 | $4,221-49.0% | $3,653-41.1% | $4,762-54.8% |
| Participant deferral / active EE | $2,180 | $4,845-55.0% | $4,236-48.5% | $5,850-62.7% |
| Admin fee / account holder | $818 | $7,079-88.4% | $5,794-85.9% | $11,596-92.9% |