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 | $104,910 | $108,642-3.4% | $74,701+40.4% | $152,861-31.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 20.69% | 114.06%-93.4pp | 752.92%-732.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,448 | $1,503-3.6% | $1,084+33.6% | $4,762-69.6% |
| Participant deferral / active EE | $698 | $2,712-74.2% | $1,964-64.4% | $5,850-88.1% |
| Admin fee / account holder | $4,391 | $4,902-10.4% | $3,333+31.7% | $11,596-62.1% |