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 | $112,372 | $102,616+9.5% | $81,983+37.1% | $158,922-29.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.27% | 61.04%-43.8pp | 41.31%-24.0pp | 302.83%-285.6pp |
| Employer contribution / active EE | $20,657 | $3,240+537.6% | $2,498+726.9% | $4,761+333.9% |
| Participant deferral / active EE | $5,759 | $4,648+23.9% | $3,722+54.7% | $5,982-3.7% |
| Admin fee / account holder | $5,652 | $8,235-31.4% | $5,664-0.2% | $11,246-49.7% |