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 | $111,710 | $102,317+9.2% | $146,958-24.0% | $80,856+38.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.77% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $5,573 | $3,713+50.1% | $4,933+13.0% | $2,755+102.3% |
| Participant deferral / active EE | $8,886 | $6,644+33.7% | $8,070+10.1% | $4,296+106.8% |
| Admin fee / account holder | $2,358 | $7,941-70.3% | $12,998-81.9% | $6,918-65.9% |