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 | $79,929 | $232,540-65.6% | $185,117-56.8% | $147,584-45.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.73% | 43.03%-32.3pp | 40.50%-29.8pp | 578.55%-567.8pp |
| Employer contribution / active EE | $4,985 | $5,195-4.1% | $4,182+19.2% | $4,876+2.2% |
| Participant deferral / active EE | $6,822 | $5,834+16.9% | $5,045+35.2% | $5,439+25.4% |
| Admin fee / account holder | $733 | $10,275-92.9% | $8,159-91.0% | $10,885-93.3% |