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 | $120,179 | $118,849+1.1% | $96,562+24.5% | $167,490-28.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.59% | 50.49%-38.9pp | 37.78%-26.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $8,493 | $3,120+172.2% | $2,356+260.4% | $4,837+75.6% |
| Participant deferral / active EE | $3,086 | $4,616-33.1% | $3,849-19.8% | $6,341-51.3% |
| Admin fee / account holder | $9,939 | $8,065+23.2% | $6,181+60.8% | $12,309-19.3% |