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 | $124,745 | $112,096+11.3% | $95,952+30.0% | $158,922-21.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.79% | 171.09%-144.3pp | 91.61%-64.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $2,573 | $3,198-19.5% | $2,541+1.3% | $4,761-46.0% |
| Participant deferral / active EE | $14,146 | $4,784+195.7% | $4,167+239.5% | $5,982+136.5% |
| Admin fee / account holder | $731 | $10,130-92.8% | $6,795-89.3% | $11,246-93.5% |