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 | $126,968 | $105,181+20.7% | $159,436-20.4% | $85,850+47.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.00% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,676 | $3,318-19.4% | $4,829-44.6% | $2,565+4.3% |
| Participant deferral / active EE | $5,965 | $5,945+0.3% | $7,352-18.9% | $3,952+50.9% |
| Admin fee / account holder | $771 | $6,933-88.9% | $10,799-92.9% | $6,260-87.7% |