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 | $129,784 | $89,355+45.2% | $141,162-8.1% | $72,985+77.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.32% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $852 | $3,114-72.6% | $4,735-82.0% | $2,440-65.1% |
| Participant deferral / active EE | $11,562 | $5,418+113.4% | $6,709+72.3% | $3,607+220.5% |
| Admin fee / account holder | $28,906 | $5,958+385.1% | $10,261+181.7% | $5,124+464.1% |