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 | $136,175 | $107,934+26.2% | $91,989+48.0% | $152,861-10.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.73% | 89.24%-64.5pp | 69.02%-44.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $6,483 | $4,210+54.0% | $3,452+87.8% | $4,762+36.1% |
| Participant deferral / active EE | $6,483 | $6,364+1.9% | $5,923+9.5% | $5,850+10.8% |
| Admin fee / account holder | $1,492 | $10,520-85.8% | $7,743-80.7% | $11,596-87.1% |