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 | $113,773 | $144,119-21.1% | $117,854-3.5% | $147,584-22.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.52% | 531.15%-519.6pp | 335.08%-323.6pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,424 | $4,896-50.5% | $3,786-36.0% | $4,876-50.3% |
| Participant deferral / active EE | $4,664 | $5,316-12.3% | $4,482+4.1% | $5,439-14.2% |
| Admin fee / account holder | $6,385 | $10,886-41.3% | $8,020-20.4% | $10,885-41.3% |