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 | $118,343 | $105,126+12.6% | $94,646+25.0% | $139,434-15.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.29% | 38.03%-13.7pp | 156.71%-132.4pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,908 | $4,106-29.2% | $3,672-20.8% | $4,751-38.8% |
| Participant deferral / active EE | $8,688 | $7,599+14.3% | $7,418+17.1% | $6,710+29.5% |
| Admin fee / account holder | $13,407 | $8,984+49.2% | $7,231+85.4% | $11,403+17.6% |