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 | $111,686 | $118,849-6.0% | $96,562+15.7% | $167,490-33.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.68% | 50.49%-35.8pp | 37.78%-23.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $6,793 | $3,120+117.7% | $2,356+188.3% | $4,837+40.4% |
| Participant deferral / active EE | $5,988 | $4,616+29.7% | $3,849+55.6% | $6,341-5.6% |
| Admin fee / account holder | $415 | $8,065-94.8% | $6,181-93.3% | $12,309-96.6% |