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 | $120,979 | $115,770+4.5% | $101,248+19.5% | $158,922-23.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.62% | 56.14%-42.5pp | 46.47%-32.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,108 | $4,175-49.5% | $3,660-42.4% | $4,761-55.7% |
| Participant deferral / active EE | $5,656 | $4,957+14.1% | $4,370+29.4% | $5,982-5.4% |
| Admin fee / account holder | $30,013 | $7,245+314.3% | $5,945+404.8% | $11,246+166.9% |