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 | $116,623 | $99,921+16.7% | $85,009+37.2% | $145,959-20.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.54% | 83.89%-71.3pp | 66.47%-53.9pp | 561.95%-549.4pp |
| Employer contribution / active EE | $3,334 | $3,233+3.1% | $2,728+22.2% | $4,661-28.5% |
| Participant deferral / active EE | $8,732 | $5,293+65.0% | $4,522+93.1% | $6,689+30.5% |
| Admin fee / account holder | $953 | $7,252-86.9% | $6,153-84.5% | $13,398-92.9% |