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 | $124,522 | $114,381+8.9% | $107,525+15.8% | $142,382-12.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.66% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,938 | $4,015+23.0% | $3,754+31.5% | $4,299+14.9% |
| Participant deferral / active EE | $9,634 | $5,564+73.1% | $5,116+88.3% | $6,507+48.1% |
| Admin fee / account holder | $797 | $9,860-91.9% | $8,919-91.1% | $12,624-93.7% |