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 | $139,613 | $105,181+32.7% | $159,436-12.4% | $85,850+62.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 27.28% | 45.07%-17.8pp | 263.57%-236.3pp | 318.53%-291.3pp |
| Employer contribution / active EE | $3,736 | $3,318+12.6% | $4,829-22.6% | $2,565+45.6% |
| Participant deferral / active EE | $14,766 | $5,945+148.4% | $7,352+100.8% | $3,952+273.7% |
| Admin fee / account holder | $6,749 | $6,933-2.7% | $10,799-37.5% | $6,260+7.8% |