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 | $145,637 | $115,770+25.8% | $101,248+43.8% | $158,922-8.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.82% | 56.14%-45.3pp | 46.47%-35.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $11,053 | $4,175+164.8% | $3,660+202.0% | $4,761+132.2% |
| Participant deferral / active EE | $4,541 | $4,957-8.4% | $4,370+3.9% | $5,982-24.1% |
| Admin fee / account holder | $2,818 | $7,245-61.1% | $5,945-52.6% | $11,246-74.9% |