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 | $113,558 | $106,890+6.2% | $84,015+35.2% | $152,861-25.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.14% | 104.99%-82.8pp | 71.31%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,211 | $2,734-19.1% | $1,983+11.5% | $4,762-53.6% |
| Participant deferral / active EE | $5,762 | $4,011+43.6% | $3,239+77.9% | $5,850-1.5% |
| Admin fee / account holder | $1,698 | $8,285-79.5% | $6,101-72.2% | $11,596-85.4% |