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 | $98,137 | $109,817-10.6% | $98,442-0.3% | $167,490-41.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.13% | 1956.69%-1946.6pp | 1492.73%-1482.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $4,229 | $3,224+31.2% | $2,960+42.9% | $4,837-12.6% |
| Participant deferral / active EE | $5,978 | $4,673+27.9% | $4,276+39.8% | $6,341-5.7% |
| Admin fee / account holder | $4,211 | $6,753-37.6% | $5,949-29.2% | $12,309-65.8% |