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 | $114,466 | $127,100-9.9% | $105,738+8.3% | $135,375-15.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 52.28% | 4.49%+47.8pp | 6.27%+46.0pp | 519.73%-467.5pp |
| Employer contribution / active EE | $3,191 | $4,107-22.3% | $3,268-2.4% | $4,779-33.2% |
| Participant deferral / active EE | $9,054 | $5,064+78.8% | $4,080+121.9% | $5,609+61.4% |
| Admin fee / account holder | $612 | $9,087-93.3% | $6,913-91.1% | $10,827-94.3% |