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 | $129,898 | $108,919+19.3% | $100,391+29.4% | $145,922-11.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.64% | 57.88%-45.2pp | 49.20%-36.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,953 | $4,419-33.2% | $3,942-25.1% | $4,660-36.6% |
| Participant deferral / active EE | $9,510 | $8,445+12.6% | $8,082+17.7% | $6,688+42.2% |
| Admin fee / account holder | $1,261 | $9,689-87.0% | $7,899-84.0% | $13,397-90.6% |