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 | $121,994 | $109,817+11.1% | $98,442+23.9% | $167,490-27.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.54% | 1956.69%-1947.2pp | 1492.73%-1483.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,470 | $3,224-23.4% | $2,960-16.5% | $4,837-48.9% |
| Participant deferral / active EE | $5,677 | $4,673+21.5% | $4,276+32.8% | $6,341-10.5% |
| Admin fee / account holder | $4,374 | $6,753-35.2% | $5,949-26.5% | $12,309-64.5% |