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 | $117,206 | $157,256-25.5% | $141,162-17.0% | $152,861-23.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 45.40% | 64.32%-18.9pp | 71.39%-26.0pp | 345.32%-299.9pp |
| Employer contribution / active EE | $12,029 | $5,261+128.6% | $4,735+154.0% | $4,762+152.6% |
| Participant deferral / active EE | $5,756 | $7,109-19.0% | $6,709-14.2% | $5,850-1.6% |
| Admin fee / account holder | $863 | $12,120-92.9% | $10,261-91.6% | $11,596-92.6% |