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 | $87,576 | $90,600-3.3% | $79,464+10.2% | $135,375-35.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.40% | 977.43%-975.0pp | 718.14%-715.7pp | 519.73%-517.3pp |
| Employer contribution / active EE | $2,473 | $3,068-19.4% | $2,800-11.7% | $4,779-48.2% |
| Participant deferral / active EE | $5,225 | $4,050+29.0% | $3,704+41.1% | $5,609-6.8% |
| Admin fee / account holder | $677 | $5,907-88.5% | $5,113-86.8% | $10,827-93.7% |