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 | $137,013 | $124,281+10.2% | $109,143+25.5% | $167,490-18.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.52% | 26.04%-15.5pp | 25.75%-15.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $9,521 | $4,207+126.3% | $3,722+155.8% | $4,837+96.8% |
| Participant deferral / active EE | $14,540 | $5,255+176.7% | $4,653+212.5% | $6,341+129.3% |
| Admin fee / account holder | $38,153 | $7,970+378.7% | $6,752+465.0% | $12,309+210.0% |