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 | $135,983 | $227,553-40.2% | $189,557-28.3% | $167,490-18.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 32.22% | 78.40%-46.2pp | 64.17%-31.9pp | 478.56%-446.3pp |
| Employer contribution / active EE | $4,974 | $5,316-6.4% | $4,412+12.7% | $4,837+2.8% |
| Participant deferral / active EE | $16,522 | $7,002+136.0% | $6,174+167.6% | $6,341+160.5% |
| Admin fee / account holder | $454 | $11,878-96.2% | $9,807-95.4% | $12,309-96.3% |