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 | $141,267 | $176,812-20.1% | $146,665-3.7% | $167,490-15.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.63% | 24.03%-7.4pp | 22.74%-6.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,294 | $5,160-36.2% | $4,136-20.4% | $4,837-31.9% |
| Participant deferral / active EE | $10,745 | $6,440+66.9% | $5,506+95.2% | $6,341+69.4% |
| Admin fee / account holder | $684 | $13,259-94.8% | $10,280-93.3% | $12,309-94.4% |