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 | $101,441 | $77,899+30.2% | $149,673-32.2% | $75,163+35.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.51% | 31.72%-11.2pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,918 | $3,137-7.0% | $4,818-39.4% | $2,670+9.3% |
| Participant deferral / active EE | $5,888 | $3,411+72.6% | $5,680+3.7% | $4,125+42.7% |
| Admin fee / account holder | $1,174 | $5,956-80.3% | $13,210-91.1% | $5,651-79.2% |