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 | $121,354 | $100,970+20.2% | $96,576+25.7% | $137,256-11.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.82% | 38.16%-22.3pp | 38.47%-22.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $19,829 | $3,809+420.6% | $3,553+458.1% | $4,156+377.1% |
| Participant deferral / active EE | $8,525 | $8,286+2.9% | $7,956+7.1% | $6,407+33.1% |
| Admin fee / account holder | $15,715 | $11,312+38.9% | $11,381+38.1% | $12,270+28.1% |