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 | $134,967 | $162,781-17.1% | $133,956+0.8% | $158,922-15.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.72% | 41.94%-17.2pp | 45.09%-20.4pp | 302.83%-278.1pp |
| Employer contribution / active EE | $14,410 | $4,975+189.6% | $3,919+267.7% | $4,761+202.7% |
| Participant deferral / active EE | $15,193 | $5,911+157.0% | $5,048+201.0% | $5,982+154.0% |
| Admin fee / account holder | $659 | $11,736-94.4% | $8,927-92.6% | $11,246-94.1% |