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 | $103,446 | $157,256-34.2% | $141,162-26.7% | $152,861-32.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.81% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $9,791 | $5,261+86.1% | $4,735+106.8% | $4,762+105.6% |
| Participant deferral / active EE | $7,803 | $7,109+9.8% | $6,709+16.3% | $5,850+33.4% |
| Admin fee / account holder | $4,215 | $12,120-65.2% | $10,261-58.9% | $11,596-63.6% |