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 | $99,932 | $183,519-45.5% | $155,509-35.7% | $145,922-31.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.29% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,930 | $5,313-63.7% | $4,672-58.7% | $4,660-58.6% |
| Participant deferral / active EE | $4,548 | $6,462-29.6% | $5,626-19.2% | $6,688-32.0% |
| Admin fee / account holder | $135,547 | $19,313+601.8% | $15,912+751.9% | $13,397+911.8% |