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 | $97,306 | $102,966-5.5% | $90,281+7.8% | $152,861-36.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.25% | 95.16%-80.9pp | 78.10%-63.8pp | 345.32%-331.1pp |
| Employer contribution / active EE | $3,588 | $3,139+14.3% | $2,854+25.7% | $4,762-24.7% |
| Participant deferral / active EE | $10,059 | $4,281+134.9% | $3,885+158.9% | $5,850+71.9% |
| Admin fee / account holder | $383,074 | $6,171+6108.0% | $5,351+7058.6% | $11,596+3203.4% |