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 | $114,855 | $125,758-8.7% | $169,993-32.4% | $75,163+52.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.13% | 27.20%-5.1pp | 53.37%-31.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $7,202 | $4,615+56.1% | $6,785+6.1% | $2,670+169.8% |
| Participant deferral / active EE | $11,106 | $6,837+62.4% | $10,408+6.7% | $4,125+169.2% |
| Admin fee / account holder | $2,767 | $8,173-66.1% | $12,815-78.4% | $5,651-51.0% |