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 | $94,954 | $115,770-18.0% | $101,248-6.2% | $158,922-40.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.39% | 56.14%-47.8pp | 46.47%-38.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $16,605 | $4,175+297.8% | $3,660+353.7% | $4,761+248.8% |
| Participant deferral / active EE | $7,618 | $4,957+53.7% | $4,370+74.3% | $5,982+27.4% |
| Admin fee / account holder | $497 | $7,245-93.1% | $5,945-91.6% | $11,246-95.6% |