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 | $85,749 | $115,770-25.9% | $101,248-15.3% | $158,922-46.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.92% | 56.14%-35.2pp | 46.47%-25.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $4,698 | $4,175+12.5% | $3,660+28.4% | $4,761-1.3% |
| Participant deferral / active EE | $6,978 | $4,957+40.8% | $4,370+59.7% | $5,982+16.7% |
| Admin fee / account holder | $1,644 | $7,245-77.3% | $5,945-72.3% | $11,246-85.4% |