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 | $111,233 | $148,534-25.1% | $135,903-18.2% | $139,434-20.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.25% | 79.19%-52.9pp | 68.23%-42.0pp | 372.94%-346.7pp |
| Employer contribution / active EE | $11,248 | $5,243+114.5% | $4,856+131.6% | $4,751+136.8% |
| Participant deferral / active EE | $11,248 | $8,100+38.9% | $7,758+45.0% | $6,710+67.6% |
| Admin fee / account holder | $538 | $12,400-95.7% | $10,762-95.0% | $11,403-95.3% |