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 | $99,670 | $157,256-36.6% | $141,162-29.4% | $152,861-34.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.21% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $4,101 | $5,261-22.0% | $4,735-13.4% | $4,762-13.9% |
| Participant deferral / active EE | $9,035 | $7,109+27.1% | $6,709+34.7% | $5,850+54.4% |
| Admin fee / account holder | $770 | $12,120-93.6% | $10,261-92.5% | $11,596-93.4% |