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 | $111,413 | $157,256-29.2% | $141,162-21.1% | $152,861-27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.23% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $10,358 | $5,261+96.9% | $4,735+118.7% | $4,762+117.5% |
| Participant deferral / active EE | $8,717 | $7,109+22.6% | $6,709+29.9% | $5,850+49.0% |
| Admin fee / account holder | $885 | $12,120-92.7% | $10,261-91.4% | $11,596-92.4% |