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 | $131,583 | $74,888+75.7% | $71,209+84.8% | $142,382-7.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.86% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,519 | $2,854-11.7% | $2,721-7.4% | $4,299-41.4% |
| Participant deferral / active EE | $12,318 | $4,454+176.5% | $4,175+195.0% | $6,507+89.3% |
| Admin fee / account holder | $1,255 | $5,568-77.5% | $5,349-76.5% | $12,624-90.1% |