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 | $111,353 | $102,317+8.8% | $146,958-24.2% | $80,856+37.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.16% | 134.76%-109.6pp | 418.34%-393.2pp | 35.59%-10.4pp |
| Employer contribution / active EE | $3,082 | $3,713-17.0% | $4,933-37.5% | $2,755+11.9% |
| Participant deferral / active EE | $11,943 | $6,644+79.8% | $8,070+48.0% | $4,296+178.0% |
| Admin fee / account holder | $10,625 | $7,941+33.8% | $12,998-18.3% | $6,918+53.6% |