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 | $101,347 | $107,334-5.6% | $92,893+9.1% | $152,861-33.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.76% | 145.58%-124.8pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,307 | $4,221-45.3% | $3,653-36.8% | $4,762-51.6% |
| Participant deferral / active EE | $3,952 | $4,845-18.4% | $4,236-6.7% | $5,850-32.4% |
| Admin fee / account holder | $3,348 | $7,079-52.7% | $5,794-42.2% | $11,596-71.1% |