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 | $137,685 | $109,904+25.3% | $97,167+41.7% | $145,959-5.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.71% | 243.43%-232.7pp | 75.27%-64.6pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,234 | $3,084-60.0% | $2,729-54.8% | $4,661-73.5% |
| Participant deferral / active EE | $4,936 | $4,676+5.6% | $4,264+15.8% | $6,689-26.2% |
| Admin fee / account holder | $99,866 | $6,216+1506.6% | $5,650+1667.5% | $13,398+645.4% |