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 | $87,120 | $111,724-22.0% | $93,606-6.9% | $145,922-40.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.84% | 202.98%-188.1pp | 133.20%-118.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $6,731 | $3,090+117.9% | $2,420+178.2% | $4,660+44.5% |
| Participant deferral / active EE | $4,459 | $4,912-9.2% | $4,411+1.1% | $6,688-33.3% |
| Admin fee / account holder | $532 | $10,250-94.8% | $8,285-93.6% | $13,397-96.0% |