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 | $128,519 | $105,859+21.4% | $90,160+42.5% | $147,584-12.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.07% | 37.63%-23.6pp | 34.88%-20.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $4,053 | $4,126-1.8% | $3,318+22.1% | $4,876-16.9% |
| Participant deferral / active EE | $2,350 | $5,733-59.0% | $5,288-55.6% | $5,439-56.8% |
| Admin fee / account holder | $808 | $8,046-90.0% | $5,943-86.4% | $10,885-92.6% |