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 | $117,880 | $109,327+7.8% | $89,391+31.9% | $158,922-25.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.38% | 345.68%-332.3pp | 245.62%-232.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,410 | $3,170-55.5% | $2,586-45.5% | $4,761-70.4% |
| Participant deferral / active EE | $3,821 | $4,598-16.9% | $3,890-1.8% | $5,982-36.1% |
| Admin fee / account holder | $714 | $6,153-88.4% | $4,881-85.4% | $11,246-93.7% |