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 | $127,343 | $137,414-7.3% | $189,513-32.8% | $85,850+48.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.57% | 38.14%-23.6pp | 555.15%-540.6pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,054 | $4,344-52.7% | $6,162-66.7% | $2,565-19.9% |
| Participant deferral / active EE | $3,562 | $6,260-43.1% | $8,221-56.7% | $3,952-9.9% |
| Admin fee / account holder | $2,306 | $8,630-73.3% | $12,045-80.9% | $6,260-63.2% |