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 | $129,619 | $109,982+17.9% | $97,226+33.3% | $145,922-11.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.27% | 242.90%-226.6pp | 75.13%-58.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $13,074 | $3,084+323.9% | $2,729+379.1% | $4,660+180.6% |
| Participant deferral / active EE | $11,271 | $4,676+141.0% | $4,264+164.4% | $6,688+68.5% |
| Admin fee / account holder | $2,079 | $6,221-66.6% | $5,654-63.2% | $13,397-84.5% |