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 | $111,495 | $102,616+8.7% | $81,983+36.0% | $158,922-29.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.47% | 61.04%-48.6pp | 41.31%-28.8pp | 302.83%-290.4pp |
| Employer contribution / active EE | $8,745 | $3,240+169.9% | $2,498+250.1% | $4,761+83.7% |
| Participant deferral / active EE | $4,332 | $4,648-6.8% | $3,722+16.4% | $5,982-27.6% |
| Admin fee / account holder | $16,469 | $8,235+100.0% | $5,664+190.8% | $11,246+46.4% |