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 | $97,995 | $114,047-14.1% | $96,139+1.9% | $167,490-41.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.41% | 189.88%-166.5pp | 191.94%-168.5pp | 478.56%-455.2pp |
| Employer contribution / active EE | $1,700 | $3,427-50.4% | $2,797-39.2% | $4,837-64.9% |
| Participant deferral / active EE | $4,339 | $5,194-16.4% | $4,349-0.2% | $6,341-31.6% |
| Admin fee / account holder | $26,858 | $6,897+289.4% | $5,537+385.1% | $12,309+118.2% |