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 | $99,110 | $112,881-12.2% | $90,951+9.0% | $158,922-37.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.07% | 215.79%-206.7pp | 134.60%-125.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $5,000 | $2,893+72.8% | $2,122+135.6% | $4,761+5.0% |
| Participant deferral / active EE | $5,234 | $4,128+26.8% | $3,373+55.2% | $5,982-12.5% |
| Admin fee / account holder | $848 | $8,041-89.5% | $5,959-85.8% | $11,246-92.5% |