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 | $115,588 | $118,680-2.6% | $98,907+16.9% | $158,922-27.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.10% | 372.35%-349.3pp | 196.43%-173.3pp | 302.83%-279.7pp |
| Employer contribution / active EE | $5,344 | $3,333+60.3% | $2,689+98.8% | $4,761+12.2% |
| Participant deferral / active EE | $7,006 | $5,088+37.7% | $4,244+65.1% | $5,982+17.1% |
| Admin fee / account holder | $963 | $10,131-90.5% | $6,642-85.5% | $11,246-91.4% |