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 | $126,507 | $152,587-17.1% | $125,175+1.1% | $152,861-17.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.56% | 54.84%-26.3pp | 43.79%-15.2pp | 345.32%-316.8pp |
| Employer contribution / active EE | $8,699 | $4,946+75.9% | $3,865+125.1% | $4,762+82.7% |
| Participant deferral / active EE | $11,683 | $5,868+99.1% | $4,937+136.6% | $5,850+99.7% |
| Admin fee / account holder | $3,393 | $13,434-74.7% | $9,702-65.0% | $11,596-70.7% |