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 | $107,326 | $104,974+2.2% | $95,585+12.3% | $142,382-24.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.79% | 210.33%-191.5pp | 38.56%-19.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,863 | $2,779+111.0% | $2,527+132.0% | $4,299+36.4% |
| Participant deferral / active EE | $14,105 | $4,352+224.1% | $4,023+250.7% | $6,507+116.8% |
| Admin fee / account holder | $583 | $6,386-90.9% | $6,127-90.5% | $12,624-95.4% |