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 | $89,829 | $112,096-19.9% | $95,952-6.4% | $158,922-43.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.83% | 171.09%-151.3pp | 91.61%-71.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $7,123 | $3,198+122.7% | $2,541+180.3% | $4,761+49.6% |
| Participant deferral / active EE | $4,921 | $4,784+2.9% | $4,167+18.1% | $5,982-17.7% |
| Admin fee / account holder | $582 | $10,130-94.3% | $6,795-91.4% | $11,246-94.8% |