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 | $91,129 | $112,096-18.7% | $95,952-5.0% | $158,922-42.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.11% | 171.09%-150.0pp | 91.61%-70.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $6,907 | $3,198+116.0% | $2,541+171.8% | $4,761+45.1% |
| Participant deferral / active EE | $6,311 | $4,784+31.9% | $4,167+51.4% | $5,982+5.5% |
| Admin fee / account holder | $373 | $10,130-96.3% | $6,795-94.5% | $11,246-96.7% |