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 5-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 | $131,827 | $183,519-28.2% | $155,509-15.2% | $145,922-9.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.08% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,138 | $5,313-22.1% | $4,672-11.4% | $4,660-11.2% |
| Participant deferral / active EE | $8,503 | $6,462+31.6% | $5,626+51.1% | $6,688+27.1% |
| Admin fee / account holder | $1,395 | $19,313-92.8% | $15,912-91.2% | $13,397-89.6% |