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 | $97,087 | $183,519-47.1% | $155,509-37.6% | $145,922-33.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.39% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,654 | $5,313-31.2% | $4,672-21.8% | $4,660-21.6% |
| Participant deferral / active EE | $5,139 | $6,462-20.5% | $5,626-8.7% | $6,688-23.2% |
| Admin fee / account holder | $424 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |