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 | $120,248 | $96,484+24.6% | $75,886+58.5% | $152,861-21.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.12% | 33.98%-15.9pp | 30.76%-12.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,856 | $3,309-43.9% | $2,500-25.8% | $4,762-61.0% |
| Participant deferral / active EE | $5,475 | $4,553+20.3% | $3,603+52.0% | $5,850-6.4% |
| Admin fee / account holder | $1,575 | $8,078-80.5% | $5,418-70.9% | $11,596-86.4% |