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 | $98,722 | $157,256-37.2% | $141,162-30.1% | $152,861-35.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.12% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $12,914 | $5,261+145.5% | $4,735+172.7% | $4,762+171.2% |
| Participant deferral / active EE | $9,446 | $7,109+32.9% | $6,709+40.8% | $5,850+61.5% |
| Admin fee / account holder | $2,639 | $12,120-78.2% | $10,261-74.3% | $11,596-77.2% |