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 | $138,668 | $115,770+19.8% | $101,248+37.0% | $158,922-12.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.16% | 56.14%-46.0pp | 46.47%-36.3pp | 302.83%-292.7pp |
| Employer contribution / active EE | $8,559 | $4,175+105.0% | $3,660+133.9% | $4,761+79.8% |
| Participant deferral / active EE | $6,577 | $4,957+32.7% | $4,370+50.5% | $5,982+9.9% |
| Admin fee / account holder | $3,679 | $7,245-49.2% | $5,945-38.1% | $11,246-67.3% |