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 | $96,381 | $107,334-10.2% | $92,893+3.8% | $152,861-36.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.70% | 145.58%-119.9pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $12,211 | $4,221+189.3% | $3,653+234.3% | $4,762+156.4% |
| Participant deferral / active EE | $9,944 | $4,845+105.2% | $4,236+134.7% | $5,850+70.0% |
| Admin fee / account holder | $1,227 | $7,079-82.7% | $5,794-78.8% | $11,596-89.4% |