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 | $113,843 | $107,334+6.1% | $92,893+22.6% | $152,861-25.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.76% | 145.58%-132.8pp | 109.41%-96.7pp | 345.32%-332.6pp |
| Employer contribution / active EE | $2,260 | $4,221-46.5% | $3,653-38.1% | $4,762-52.6% |
| Participant deferral / active EE | $8,870 | $4,845+83.1% | $4,236+109.4% | $5,850+51.6% |
| Admin fee / account holder | $3,474 | $7,079-50.9% | $5,794-40.0% | $11,596-70.0% |