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 | $102,551 | $150,197-31.7% | $120,368-14.8% | $145,959-29.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.43% | 154.26%-141.8pp | 107.26%-94.8pp | 561.95%-549.5pp |
| Employer contribution / active EE | $3,353 | $4,350-22.9% | $3,465-3.2% | $4,661-28.1% |
| Participant deferral / active EE | $5,546 | $6,174-10.2% | $4,991+11.1% | $6,689-17.1% |
| Admin fee / account holder | $498 | $12,216-95.9% | $9,429-94.7% | $13,398-96.3% |