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 | $95,004 | $102,966-7.7% | $90,281+5.2% | $152,861-37.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.53% | 95.16%-72.6pp | 78.10%-55.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,583 | $3,139-17.7% | $2,854-9.5% | $4,762-45.8% |
| Participant deferral / active EE | $8,370 | $4,281+95.5% | $3,885+115.4% | $5,850+43.1% |
| Admin fee / account holder | $741 | $6,171-88.0% | $5,351-86.1% | $11,596-93.6% |