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 | $136,563 | $108,919+25.4% | $100,391+36.0% | $145,922-6.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 57.88%-45.7pp | 49.20%-37.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $5,745 | $4,419+30.0% | $3,942+45.7% | $4,660+23.3% |
| Participant deferral / active EE | $12,493 | $8,445+47.9% | $8,082+54.6% | $6,688+86.8% |
| Admin fee / account holder | $1,098 | $9,689-88.7% | $7,899-86.1% | $13,397-91.8% |