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 | $139,077 | $126,574+9.9% | $106,213+30.9% | $145,922-4.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.12% | 224.79%-215.7pp | 116.14%-107.0pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,478 | $3,730-33.6% | $3,171-21.9% | $4,660-46.8% |
| Participant deferral / active EE | $7,424 | $5,724+29.7% | $5,016+48.0% | $6,688+11.0% |
| Admin fee / account holder | $9,842 | $17,304-43.1% | $11,033-10.8% | $13,397-26.5% |