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 | $106,717 | $116,175-8.1% | $93,606+14.0% | $152,861-30.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.04% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,224 | $3,218+124.5% | $2,718+165.8% | $4,762+51.7% |
| Participant deferral / active EE | $11,409 | $4,603+147.8% | $4,069+180.4% | $5,850+95.0% |
| Admin fee / account holder | $420 | $10,748-96.1% | $7,888-94.7% | $11,596-96.4% |