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 | $102,886 | $102,966-0.1% | $90,281+14.0% | $152,861-32.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.67% | 95.16%-73.5pp | 78.10%-56.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,711 | $3,139-13.6% | $2,854-5.0% | $4,762-43.1% |
| Participant deferral / active EE | $5,956 | $4,281+39.1% | $3,885+53.3% | $5,850+1.8% |
| Admin fee / account holder | $555 | $6,171-91.0% | $5,351-89.6% | $11,596-95.2% |