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 | $45,603 | $148,534-69.3% | $135,903-66.4% | $139,434-67.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.78% | 79.19%-48.4pp | 68.23%-37.4pp | 372.94%-342.2pp |
| Employer contribution / active EE | $9,834 | $5,243+87.6% | $4,856+102.5% | $4,751+107.0% |
| Participant deferral / active EE | $9,521 | $8,100+17.5% | $7,758+22.7% | $6,710+41.9% |
| Admin fee / account holder | $149,774 | $12,400+1107.9% | $10,762+1291.7% | $11,403+1213.5% |