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 | $128,654 | $115,770+11.1% | $101,248+27.1% | $158,922-19.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.68% | 56.14%-38.5pp | 46.47%-28.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $21,345 | $4,175+411.3% | $3,660+483.3% | $4,761+348.3% |
| Participant deferral / active EE | $8,665 | $4,957+74.8% | $4,370+98.3% | $5,982+44.8% |
| Admin fee / account holder | $906 | $7,245-87.5% | $5,945-84.8% | $11,246-91.9% |