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 | $127,307 | $109,982+15.8% | $97,226+30.9% | $145,922-12.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.27% | 242.90%-229.6pp | 75.13%-61.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,204 | $3,084+68.7% | $2,729+90.7% | $4,660+11.7% |
| Participant deferral / active EE | $5,877 | $4,676+25.7% | $4,264+37.8% | $6,688-12.1% |
| Admin fee / account holder | $2,524 | $6,221-59.4% | $5,654-55.4% | $13,397-81.2% |