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 | $136,018 | $112,096+21.3% | $95,952+41.8% | $158,922-14.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.05% | 171.09%-157.0pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,220 | $3,198+0.7% | $2,541+26.7% | $4,761-32.4% |
| Participant deferral / active EE | $9,307 | $4,784+94.6% | $4,167+123.4% | $5,982+55.6% |
| Admin fee / account holder | $646 | $10,130-93.6% | $6,795-90.5% | $11,246-94.3% |