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 | $112,047 | $136,179-17.7% | $98,755+13.5% | $167,490-33.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 13.17% | 67.53%-54.4pp | 49.91%-36.7pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,322 | $2,631+64.2% | $2,067+109.0% | $4,837-10.7% |
| Participant deferral / active EE | $4,175 | $3,716+12.4% | $3,035+37.6% | $6,341-34.2% |
| Admin fee / account holder | $5,066 | $5,031+0.7% | $4,076+24.3% | $12,309-58.8% |