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 | $120,122 | $96,484+24.5% | $75,886+58.3% | $152,861-21.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 14.79% | 33.98%-19.2pp | 30.76%-16.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $3,841 | $3,309+16.1% | $2,500+53.6% | $4,762-19.4% |
| Participant deferral / active EE | $4,027 | $4,553-11.5% | $3,603+11.8% | $5,850-31.2% |
| Admin fee / account holder | $3,141 | $8,078-61.1% | $5,418-42.0% | $11,596-72.9% |