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 | $138,087 | $138,0650% | $123,544+11.8% | $135,375+2.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.44% | 153.68%-145.2pp | 119.20%-110.8pp | 519.73%-511.3pp |
| Employer contribution / active EE | $1,333 | $5,151-74.1% | $4,628-71.2% | $4,779-72.1% |
| Participant deferral / active EE | $3,035 | $6,799-55.4% | $6,426-52.8% | $5,609-45.9% |
| Admin fee / account holder | $3,467 | $10,916-68.2% | $9,284-62.7% | $10,827-68.0% |