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 | $132,846 | $115,770+14.8% | $101,248+31.2% | $158,922-16.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.04% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $7,793 | $4,175+86.7% | $3,660+113.0% | $4,761+63.7% |
| Participant deferral / active EE | $6,819 | $4,957+37.6% | $4,370+56.0% | $5,982+14.0% |
| Admin fee / account holder | $6,683 | $7,245-7.8% | $5,945+12.4% | $11,246-40.6% |