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 | $116,988 | $110,809+5.6% | $86,874+34.7% | $167,490-30.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.21% | 116.98%-102.8pp | 63.52%-49.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,260 | $3,244-61.2% | $2,495-49.5% | $4,837-74.0% |
| Participant deferral / active EE | $6,703 | $4,546+47.4% | $3,699+81.2% | $6,341+5.7% |
| Admin fee / account holder | $9,143 | $8,415+8.7% | $5,828+56.9% | $12,309-25.7% |