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 | $125,303 | $157,256-20.3% | $141,162-11.2% | $152,861-18.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.61% | 64.32%-38.7pp | 71.39%-45.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $5,890 | $5,261+12.0% | $4,735+24.4% | $4,762+23.7% |
| Participant deferral / active EE | $3,281 | $7,109-53.9% | $6,709-51.1% | $5,850-43.9% |
| Admin fee / account holder | $1,668 | $12,120-86.2% | $10,261-83.7% | $11,596-85.6% |