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 | $138,102 | $172,111-19.8% | $150,298-8.1% | $137,256+0.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.30% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $10,442 | $4,636+125.2% | $4,154+151.4% | $4,156+151.3% |
| Participant deferral / active EE | $7,875 | $6,166+27.7% | $5,453+44.4% | $6,407+22.9% |
| Admin fee / account holder | $894 | $16,471-94.6% | $14,116-93.7% | $12,270-92.7% |