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 | $116,707 | $149,040-21.7% | $120,225-2.9% | $137,256-15.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.39% | 605.68%-590.3pp | 439.23%-423.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,336 | $4,350-23.3% | $3,475-4.0% | $4,156-19.7% |
| Participant deferral / active EE | $5,948 | $4,655+27.8% | $3,999+48.8% | $6,407-7.2% |
| Admin fee / account holder | $324 | $6,348-94.9% | $5,696-94.3% | $12,270-97.4% |