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 | $127,371 | $157,256-19.0% | $141,162-9.8% | $152,861-16.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 23.25% | 64.32%-41.1pp | 71.39%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $12,499 | $5,261+137.6% | $4,735+164.0% | $4,762+162.5% |
| Participant deferral / active EE | $7,091 | $7,109-0.3% | $6,709+5.7% | $5,850+21.2% |
| Admin fee / account holder | $122,355 | $12,120+909.5% | $10,261+1092.4% | $11,596+955.1% |