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 | $99,934 | $157,256-36.5% | $141,162-29.2% | $152,861-34.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.13% | 64.32%-37.2pp | 71.39%-44.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $7,602 | $5,261+44.5% | $4,735+60.6% | $4,762+59.6% |
| Participant deferral / active EE | $8,467 | $7,109+19.1% | $6,709+26.2% | $5,850+44.7% |
| Admin fee / account holder | $1,027 | $12,120-91.5% | $10,261-90.0% | $11,596-91.1% |