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 | $130,300 | $70,756+84.2% | $65,493+99.0% | $142,382-8.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.28% | 1754.89%-1736.6pp | 982.45%-964.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,173 | $2,881-24.6% | $2,574-15.6% | $4,299-49.5% |
| Participant deferral / active EE | $4,497 | $4,637-3.0% | $3,961+13.5% | $6,507-30.9% |
| Admin fee / account holder | $5,146 | $6,559-21.5% | $5,028+2.3% | $12,624-59.2% |