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 | $115,993 | $115,770+0.2% | $101,248+14.6% | $158,922-27.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.81% | 56.14%-38.3pp | 46.47%-28.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $8,490 | $4,175+103.4% | $3,660+132.0% | $4,761+78.3% |
| Participant deferral / active EE | $10,539 | $4,957+112.6% | $4,370+141.2% | $5,982+76.2% |
| Admin fee / account holder | $1,594 | $7,245-78.0% | $5,945-73.2% | $11,246-85.8% |