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 | $129,725 | $157,256-17.5% | $141,162-8.1% | $152,861-15.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.21% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $7,791 | $5,261+48.1% | $4,735+64.5% | $4,762+63.6% |
| Participant deferral / active EE | $7,498 | $7,109+5.5% | $6,709+11.8% | $5,850+28.2% |
| Admin fee / account holder | $927 | $12,120-92.3% | $10,261-91.0% | $11,596-92.0% |