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 | $173,199 | $124,319+39.3% | $111,297+55.6% | $167,490+3.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.86% | 37.44%-20.6pp | 54.65%-37.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $5,147 | $3,435+49.8% | $2,731+88.5% | $4,837+6.4% |
| Participant deferral / active EE | $7,175 | $5,180+38.5% | $4,487+59.9% | $6,341+13.1% |
| Admin fee / account holder | $905 | $10,618-91.5% | $7,964-88.6% | $12,309-92.6% |