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 | $95,096 | $104,974-9.4% | $95,585-0.5% | $142,382-33.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.97% | 210.33%-196.4pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $12,500 | $2,779+349.9% | $2,527+394.7% | $4,299+190.8% |
| Participant deferral / active EE | $4,837 | $4,352+11.2% | $4,023+20.3% | $6,507-25.7% |
| Admin fee / account holder | $7,630 | $6,386+19.5% | $6,127+24.5% | $12,624-39.6% |