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 | $113,086 | $124,319-9.0% | $111,297+1.6% | $167,490-32.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.96% | 37.44%-23.5pp | 54.65%-40.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $5,955 | $3,435+73.4% | $2,731+118.1% | $4,837+23.1% |
| Participant deferral / active EE | $5,235 | $5,180+1.1% | $4,487+16.7% | $6,341-17.4% |
| Admin fee / account holder | $621 | $10,618-94.2% | $7,964-92.2% | $12,309-95.0% |