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 | $98,650 | $202,432-51.3% | $169,368-41.8% | $139,434-29.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.69% | 531.74%-517.0pp | 405.60%-390.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,400 | $4,692-27.5% | $4,013-15.3% | $4,751-28.4% |
| Participant deferral / active EE | $5,670 | $6,938-18.3% | $6,221-8.9% | $6,710-15.5% |
| Admin fee / account holder | $908 | $10,708-91.5% | $9,003-89.9% | $11,403-92.0% |