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 | $88,870 | $107,334-17.2% | $92,893-4.3% | $152,861-41.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.26% | 145.58%-125.3pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $16,081 | $4,221+281.0% | $3,653+340.2% | $4,762+237.7% |
| Participant deferral / active EE | $8,462 | $4,845+74.7% | $4,236+99.7% | $5,850+44.6% |
| Admin fee / account holder | $813 | $7,079-88.5% | $5,794-86.0% | $11,596-93.0% |