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 | $117,983+8.4% | $101,794+25.7% | $142,382-10.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.15% | 36.92%-18.8pp | 30.53%-12.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $9,053 | $2,773+226.5% | $2,289+295.5% | $4,299+110.6% |
| Participant deferral / active EE | $13,720 | $4,714+191.1% | $4,084+235.9% | $6,507+110.8% |
| Admin fee / account holder | $525 | $10,433-95.0% | $8,777-94.0% | $12,624-95.8% |