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 | $131,469 | $197,591-33.5% | $177,821-26.1% | $158,922-17.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.56% | 58.76%-38.2pp | 48.32%-27.8pp | 302.83%-282.3pp |
| Employer contribution / active EE | $9,973 | $6,697+48.9% | $5,918+68.5% | $4,761+109.5% |
| Participant deferral / active EE | $6,896 | $8,405-18.0% | $7,714-10.6% | $5,982+15.3% |
| Admin fee / account holder | $918 | $15,399-94.0% | $12,427-92.6% | $11,246-91.8% |