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 | $135,754 | $114,047+19.0% | $96,139+41.2% | $167,490-18.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.21% | 189.88%-172.7pp | 191.94%-174.7pp | 478.56%-461.3pp |
| Employer contribution / active EE | $574 | $3,427-83.3% | $2,797-79.5% | $4,837-88.1% |
| Participant deferral / active EE | $7,217 | $5,194+39.0% | $4,349+66.0% | $6,341+13.8% |
| Admin fee / account holder | $5,759 | $6,897-16.5% | $5,537+4.0% | $12,309-53.2% |