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 | $131,472 | $126,574+3.9% | $106,213+23.8% | $145,922-9.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.22% | 224.79%-213.6pp | 116.14%-104.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,123 | $3,730-43.1% | $3,171-33.1% | $4,660-54.4% |
| Participant deferral / active EE | $8,311 | $5,724+45.2% | $5,016+65.7% | $6,688+24.3% |
| Admin fee / account holder | $2,225 | $17,304-87.1% | $11,033-79.8% | $13,397-83.4% |