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 | $101,767 | $183,519-44.5% | $155,509-34.6% | $145,922-30.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.31% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,740 | $5,313-67.3% | $4,672-62.8% | $4,660-62.7% |
| Participant deferral / active EE | $3,331 | $6,462-48.5% | $5,626-40.8% | $6,688-50.2% |
| Admin fee / account holder | $1,204 | $19,313-93.8% | $15,912-92.4% | $13,397-91.0% |