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 | $131,251 | $126,574+3.7% | $106,213+23.6% | $145,922-10.1% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.5pp |
| Annual return | 11.72% | 224.79%-213.1pp | 116.14%-104.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $7,737 | $3,730+107.4% | $3,171+143.9% | $4,660+66.0% |
| Participant deferral / active EE | $7,811 | $5,724+36.5% | $5,016+55.7% | $6,688+16.8% |
| Admin fee / account holder | $995 | $17,304-94.3% | $11,033-91.0% | $13,397-92.6% |