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 | $99,075 | $102,966-3.8% | $90,281+9.7% | $152,861-35.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.72% | 95.16%-74.4pp | 78.10%-57.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,958 | $3,139+26.1% | $2,854+38.7% | $4,762-16.9% |
| Participant deferral / active EE | $5,576 | $4,281+30.2% | $3,885+43.5% | $5,850-4.7% |
| Admin fee / account holder | $654 | $6,171-89.4% | $5,351-87.8% | $11,596-94.4% |