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 | $119,227 | $105,181+13.4% | $159,436-25.2% | $85,850+38.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.92% | 45.07%-30.2pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,158 | $3,318-4.8% | $4,829-34.6% | $2,565+23.1% |
| Participant deferral / active EE | $5,495 | $5,945-7.6% | $7,352-25.3% | $3,952+39.1% |
| Admin fee / account holder | $364 | $6,933-94.8% | $10,799-96.6% | $6,260-94.2% |