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 | $131,671 | $107,334+22.7% | $92,893+41.7% | $152,861-13.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.59% | 145.58%-131.0pp | 109.41%-94.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $4,329 | $4,221+2.6% | $3,653+18.5% | $4,762-9.1% |
| Participant deferral / active EE | $12,250 | $4,845+152.8% | $4,236+189.2% | $5,850+109.4% |
| Admin fee / account holder | $1,718 | $7,079-75.7% | $5,794-70.3% | $11,596-85.2% |