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 | $102,314 | $102,3170% | $146,958-30.4% | $80,856+26.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.00% | 134.76%-119.8pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,801 | $3,713+2.4% | $4,933-22.9% | $2,755+38.0% |
| Participant deferral / active EE | $9,621 | $6,644+44.8% | $8,070+19.2% | $4,296+124.0% |
| Admin fee / account holder | $4,600 | $7,941-42.1% | $12,998-64.6% | $6,918-33.5% |