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 | $80,640 | $226,064-64.3% | $182,532-55.8% | $152,861-47.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 28.38% | 192.51%-164.1pp | 148.54%-120.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,786 | $4,978-44.0% | $4,076-31.6% | $4,762-41.5% |
| Participant deferral / active EE | $5,572 | $6,368-12.5% | $5,524+0.9% | $5,850-4.8% |
| Admin fee / account holder | $665 | $10,703-93.8% | $8,592-92.3% | $11,596-94.3% |