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 | $138,976 | $115,770+20.0% | $101,248+37.3% | $158,922-12.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.39% | 56.14%-43.7pp | 46.47%-34.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $4,482 | $4,175+7.4% | $3,660+22.5% | $4,761-5.9% |
| Participant deferral / active EE | $11,259 | $4,957+127.1% | $4,370+157.6% | $5,982+88.2% |
| Admin fee / account holder | $1,005 | $7,245-86.1% | $5,945-83.1% | $11,246-91.1% |