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 | $121,757 | $107,334+13.4% | $92,893+31.1% | $152,861-20.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.49% | 145.58%-120.1pp | 109.41%-83.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,682 | $4,221-60.1% | $3,653-53.9% | $4,762-64.7% |
| Participant deferral / active EE | $6,011 | $4,845+24.1% | $4,236+41.9% | $5,850+2.7% |
| Admin fee / account holder | $3,857 | $7,079-45.5% | $5,794-33.4% | $11,596-66.7% |