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 | $85,557 | $102,966-16.9% | $90,281-5.2% | $152,861-44.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.03% | 95.16%-76.1pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $5,459 | $3,139+73.9% | $2,854+91.2% | $4,762+14.6% |
| Participant deferral / active EE | $8,166 | $4,281+90.7% | $3,885+110.2% | $5,850+39.6% |
| Admin fee / account holder | $3,042 | $6,171-50.7% | $5,351-43.2% | $11,596-73.8% |