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 | $136,136 | $115,770+17.6% | $101,248+34.5% | $158,922-14.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.55% | 56.14%-43.6pp | 46.47%-33.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $8,988 | $4,175+115.3% | $3,660+145.6% | $4,761+88.8% |
| Participant deferral / active EE | $8,470 | $4,957+70.9% | $4,370+93.8% | $5,982+41.6% |
| Admin fee / account holder | $4,794 | $7,245-33.8% | $5,945-19.4% | $11,246-57.4% |