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 | $137,661 | $157,256-12.5% | $141,162-2.5% | $152,861-9.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.81% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,655 | $5,261-49.5% | $4,735-43.9% | $4,762-44.3% |
| Participant deferral / active EE | $8,161 | $7,109+14.8% | $6,709+21.6% | $5,850+39.5% |
| Admin fee / account holder | $500 | $12,120-95.9% | $10,261-95.1% | $11,596-95.7% |