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 | $127,921 | $112,729+13.5% | $98,716+29.6% | $137,256-6.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.15% | 38.48%-20.3pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $9,053 | $2,725+232.2% | $2,279+297.3% | $4,156+117.8% |
| Participant deferral / active EE | $13,720 | $4,640+195.7% | $4,048+239.0% | $6,407+114.1% |
| Admin fee / account holder | $525 | $10,129-94.8% | $8,703-94.0% | $12,270-95.7% |