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 | $122,100 | $114,047+7.1% | $96,139+27.0% | $167,490-27.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.47% | 189.88%-181.4pp | 191.94%-183.5pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,657 | $3,427-51.6% | $2,797-40.7% | $4,837-65.7% |
| Participant deferral / active EE | $8,667 | $5,194+66.9% | $4,349+99.3% | $6,341+36.7% |
| Admin fee / account holder | $1,324 | $6,897-80.8% | $5,537-76.1% | $12,309-89.2% |