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 | $139,395 | $124,319+12.1% | $111,297+25.2% | $167,490-16.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.26% | 37.44%-20.2pp | 54.65%-37.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $7,321 | $3,435+113.1% | $2,731+168.1% | $4,837+51.3% |
| Participant deferral / active EE | $16,856 | $5,180+225.4% | $4,487+275.6% | $6,341+165.8% |
| Admin fee / account holder | $6,562 | $10,618-38.2% | $7,964-17.6% | $12,309-46.7% |