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 | $123,771 | $115,770+6.9% | $101,248+22.2% | $158,922-22.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.43% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,473 | $4,175+7.1% | $3,660+22.2% | $4,761-6.1% |
| Participant deferral / active EE | $4,413 | $4,957-11.0% | $4,370+1.0% | $5,982-26.2% |
| Admin fee / account holder | $2,323 | $7,245-67.9% | $5,945-60.9% | $11,246-79.3% |