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 | $103,640 | $112,096-7.5% | $95,952+8.0% | $158,922-34.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.11% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $11,404 | $3,198+256.6% | $2,541+348.8% | $4,761+139.5% |
| Participant deferral / active EE | $3,656 | $4,784-23.6% | $4,167-12.3% | $5,982-38.9% |
| Admin fee / account holder | $1,468 | $10,130-85.5% | $6,795-78.4% | $11,246-87.0% |