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 | $101,168 | $157,256-35.7% | $141,162-28.3% | $152,861-33.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.07% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,499 | $5,261-14.5% | $4,735-5.0% | $4,762-5.5% |
| Participant deferral / active EE | $7,910 | $7,109+11.3% | $6,709+17.9% | $5,850+35.2% |
| Admin fee / account holder | $46,259 | $12,120+281.7% | $10,261+350.8% | $11,596+298.9% |