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 | $169,769 | $115,770+46.6% | $101,248+67.7% | $158,922+6.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.84% | 56.14%-40.3pp | 46.47%-30.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,612 | $4,175-13.5% | $3,660-1.3% | $4,761-24.1% |
| Participant deferral / active EE | $8,505 | $4,957+71.6% | $4,370+94.6% | $5,982+42.2% |
| Admin fee / account holder | $13,020 | $7,245+79.7% | $5,945+119.0% | $11,246+15.8% |