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 | $110,315 | $106,515+3.6% | $96,683+14.1% | $139,434-20.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.52% | 38.43%-26.9pp | 35.69%-24.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $9,695 | $4,103+136.3% | $3,737+159.5% | $4,751+104.1% |
| Participant deferral / active EE | $7,034 | $5,454+29.0% | $4,878+44.2% | $6,710+4.8% |
| Admin fee / account holder | $23,197 | $7,877+194.5% | $6,730+244.7% | $11,403+103.4% |