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 | $121,084 | $102,317+18.3% | $146,958-17.6% | $80,856+49.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.56% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,864 | $3,713+4.1% | $4,933-21.7% | $2,755+40.2% |
| Participant deferral / active EE | $6,778 | $6,644+2.0% | $8,070-16.0% | $4,296+57.8% |
| Admin fee / account holder | $7,571 | $7,941-4.7% | $12,998-41.7% | $6,918+9.4% |