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 | $132,861 | $157,256-15.5% | $141,162-5.9% | $152,861-13.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.77% | 64.32%-34.6pp | 71.39%-41.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,193 | $5,261-77.3% | $4,735-74.8% | $4,762-75.0% |
| Participant deferral / active EE | $12,789 | $7,109+79.9% | $6,709+90.6% | $5,850+118.6% |
| Admin fee / account holder | $989 | $12,120-91.8% | $10,261-90.4% | $11,596-91.5% |