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 | $126,244 | $118,680+6.4% | $98,907+27.6% | $158,922-20.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.74% | 372.35%-361.6pp | 196.43%-185.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $4,603 | $3,333+38.1% | $2,689+71.2% | $4,761-3.3% |
| Participant deferral / active EE | $5,796 | $5,088+13.9% | $4,244+36.6% | $5,982-3.1% |
| Admin fee / account holder | $1,087 | $10,131-89.3% | $6,642-83.6% | $11,246-90.3% |