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 | $130,084 | $111,814+16.3% | $103,374+25.8% | $145,959-10.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.84% | 24.77%-9.9pp | 24.89%-10.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $13,500 | $4,214+220.4% | $3,869+248.9% | $4,661+189.7% |
| Participant deferral / active EE | $8,030 | $5,618+42.9% | $5,058+58.8% | $6,689+20.1% |
| Admin fee / account holder | $18,217 | $9,754+86.8% | $8,394+117.0% | $13,398+36.0% |