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 | $142,915 | $124,319+15.0% | $111,297+28.4% | $167,490-14.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.08% | 37.44%-19.4pp | 54.65%-36.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $6,328 | $3,435+84.2% | $2,731+131.7% | $4,837+30.8% |
| Participant deferral / active EE | $12,884 | $5,180+148.7% | $4,487+187.1% | $6,341+103.2% |
| Admin fee / account holder | $810 | $10,618-92.4% | $7,964-89.8% | $12,309-93.4% |