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 | $140,670 | $124,319+13.2% | $111,297+26.4% | $167,490-16.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.10% | 37.44%-25.3pp | 54.65%-42.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,108 | $3,435-9.5% | $2,731+13.8% | $4,837-35.8% |
| Participant deferral / active EE | $9,234 | $5,180+78.2% | $4,487+105.8% | $6,341+45.6% |
| Admin fee / account holder | $19,459 | $10,618+83.3% | $7,964+144.3% | $12,309+58.1% |