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 | $137,892 | $105,126+31.2% | $94,646+45.7% | $139,434-1.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.51% | 38.03%-25.5pp | 156.71%-144.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $8,193 | $4,106+99.6% | $3,672+123.1% | $4,751+72.5% |
| Participant deferral / active EE | $4,868 | $7,599-35.9% | $7,418-34.4% | $6,710-27.4% |
| Admin fee / account holder | $1,807 | $8,984-79.9% | $7,231-75.0% | $11,403-84.2% |