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 | $127,742 | $97,125+31.5% | $86,233+48.1% | $137,256-6.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.41% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,469 | $2,841+92.5% | $2,504+118.4% | $4,156+31.6% |
| Participant deferral / active EE | $12,537 | $5,180+142.0% | $4,559+175.0% | $6,407+95.7% |
| Admin fee / account holder | $33,033 | $9,725+239.7% | $8,342+296.0% | $12,270+169.2% |