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 | $136,253 | $115,770+17.7% | $101,248+34.6% | $158,922-14.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.35% | 56.14%-39.8pp | 46.47%-30.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,614 | $4,175-37.4% | $3,660-28.6% | $4,761-45.1% |
| Participant deferral / active EE | $5,532 | $4,957+11.6% | $4,370+26.6% | $5,982-7.5% |
| Admin fee / account holder | $1,625 | $7,245-77.6% | $5,945-72.7% | $11,246-85.5% |