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 | $129,516 | $116,175+11.5% | $93,606+38.4% | $152,861-15.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 14.75% | 35.96%-21.2pp | 32.76%-18.0pp | 345.32%-330.6pp |
| Employer contribution / active EE | $7,332 | $3,218+127.8% | $2,718+169.7% | $4,762+54.0% |
| Participant deferral / active EE | $7,212 | $4,603+56.7% | $4,069+77.3% | $5,850+23.3% |
| Admin fee / account holder | $743 | $10,748-93.1% | $7,888-90.6% | $11,596-93.6% |