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 | $117,402 | $107,934+8.8% | $91,989+27.6% | $152,861-23.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.63% | 89.24%-65.6pp | 69.02%-45.4pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,664 | $4,210-13.0% | $3,452+6.1% | $4,762-23.1% |
| Participant deferral / active EE | $6,134 | $6,364-3.6% | $5,923+3.6% | $5,850+4.9% |
| Admin fee / account holder | $641 | $10,520-93.9% | $7,743-91.7% | $11,596-94.5% |