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 | $128,327 | $124,319+3.2% | $111,297+15.3% | $167,490-23.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 42.22% | 37.44%+4.8pp | 54.65%-12.4pp | 478.56%-436.3pp |
| Employer contribution / active EE | $12,864 | $3,435+274.5% | $2,731+371.0% | $4,837+165.9% |
| Participant deferral / active EE | $8,578 | $5,180+65.6% | $4,487+91.2% | $6,341+35.3% |
| Admin fee / account holder | $16,986 | $10,618+60.0% | $7,964+113.3% | $12,309+38.0% |