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 | $90,158 | $102,966-12.4% | $90,281-0.1% | $152,861-41.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 31.51% | 95.16%-63.7pp | 78.10%-46.6pp | 345.32%-313.8pp |
| Employer contribution / active EE | $3,500 | $3,139+11.5% | $2,854+22.6% | $4,762-26.5% |
| Participant deferral / active EE | $11,788 | $4,281+175.3% | $3,885+203.4% | $5,850+101.5% |
| Admin fee / account holder | $395 | $6,171-93.6% | $5,351-92.6% | $11,596-96.6% |