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 | $122,854 | $114,381+7.4% | $107,525+14.3% | $142,382-13.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.14% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,751 | $4,015+43.2% | $3,754+53.2% | $4,299+33.8% |
| Participant deferral / active EE | $14,377 | $5,564+158.4% | $5,116+181.0% | $6,507+120.9% |
| Admin fee / account holder | $2,763 | $9,860-72.0% | $8,919-69.0% | $12,624-78.1% |