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 | $123,348 | $149,040-17.2% | $120,225+2.6% | $137,256-10.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.85% | 605.68%-589.8pp | 439.23%-423.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5,686 | $4,350+30.7% | $3,475+63.6% | $4,156+36.8% |
| Participant deferral / active EE | $10,999 | $4,655+136.3% | $3,999+175.1% | $6,407+71.7% |
| Admin fee / account holder | $603 | $6,348-90.5% | $5,696-89.4% | $12,270-95.1% |