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 | $131,275 | $115,770+13.4% | $101,248+29.7% | $158,922-17.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.29% | 56.14%-33.9pp | 46.47%-24.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $3,669 | $4,175-12.1% | $3,660+0.3% | $4,761-22.9% |
| Participant deferral / active EE | $13,114 | $4,957+164.5% | $4,370+200.1% | $5,982+119.2% |
| Admin fee / account holder | $837 | $7,245-88.4% | $5,945-85.9% | $11,246-92.6% |