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 | $124,514 | $109,904+13.3% | $97,167+28.1% | $145,959-14.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.84% | 243.43%-232.6pp | 75.27%-64.4pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,368 | $3,084-55.6% | $2,729-49.9% | $4,661-70.6% |
| Participant deferral / active EE | $1,415 | $4,676-69.7% | $4,264-66.8% | $6,689-78.8% |
| Admin fee / account holder | $7,194 | $6,216+15.7% | $5,650+27.3% | $13,398-46.3% |