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 | $122,500 | $107,334+14.1% | $92,893+31.9% | $152,861-19.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 22.05% | 145.58%-123.5pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,483 | $4,221-41.2% | $3,653-32.0% | $4,762-47.9% |
| Participant deferral / active EE | $8,559 | $4,845+76.7% | $4,236+102.0% | $5,850+46.3% |
| Admin fee / account holder | $1,156 | $7,079-83.7% | $5,794-80.0% | $11,596-90.0% |