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 | $125,327 | $105,859+18.4% | $90,160+39.0% | $147,584-15.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.81% | 37.63%-19.8pp | 34.88%-17.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $16,558 | $4,126+301.3% | $3,318+399.0% | $4,876+239.6% |
| Participant deferral / active EE | $12,860 | $5,733+124.3% | $5,288+143.2% | $5,439+136.5% |
| Admin fee / account holder | $1,079 | $8,046-86.6% | $5,943-81.8% | $10,885-90.1% |