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 | $137,187 | $115,770+18.5% | $101,248+35.5% | $158,922-13.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.11% | 56.14%-39.0pp | 46.47%-29.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,313 | $4,175-20.6% | $3,660-9.5% | $4,761-30.4% |
| Participant deferral / active EE | $8,101 | $4,957+63.4% | $4,370+85.4% | $5,982+35.4% |
| Admin fee / account holder | $1,765 | $7,245-75.6% | $5,945-70.3% | $11,246-84.3% |