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 | $125,680 | $133,958-6.2% | $112,228+12.0% | $134,475-6.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 7.56% | 47.11%-39.6pp | 27.45%-19.9pp | 417.96%-410.4pp |
| Employer contribution / active EE | $6,245 | $4,038+54.6% | $3,635+71.8% | $4,740+31.8% |
| Participant deferral / active EE | $7,203 | $5,291+36.1% | $4,728+52.3% | $6,400+12.5% |
| Admin fee / account holder | $90,846 | $7,489+1113.1% | $6,410+1317.2% | $11,426+695.1% |