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 | $130,670 | $106,890+22.2% | $84,015+55.5% | $152,861-14.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.44% | 104.99%-86.6pp | 71.31%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,470 | $2,734-9.7% | $1,983+24.5% | $4,762-48.1% |
| Participant deferral / active EE | $5,631 | $4,011+40.4% | $3,239+73.9% | $5,850-3.8% |
| Admin fee / account holder | $6,850 | $8,285-17.3% | $6,101+12.3% | $11,596-40.9% |