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 | $123,301 | $112,096+10.0% | $95,952+28.5% | $158,922-22.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.99% | 171.09%-159.1pp | 91.61%-79.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,939 | $3,198-8.1% | $2,541+15.7% | $4,761-38.3% |
| Participant deferral / active EE | $18,674 | $4,784+290.4% | $4,167+348.2% | $5,982+212.2% |
| Admin fee / account holder | $715 | $10,130-92.9% | $6,795-89.5% | $11,246-93.6% |