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 | $131,740 | $93,571+40.8% | $135,903-3.1% | $75,163+75.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.20% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $5,448 | $3,537+54.0% | $4,856+12.2% | $2,670+104.0% |
| Participant deferral / active EE | $6,572 | $6,404+2.6% | $7,758-15.3% | $4,125+59.3% |
| Admin fee / account holder | $28,140 | $6,975+303.4% | $10,762+161.5% | $5,651+398.0% |