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 | $142,222 | $107,934+31.8% | $91,989+54.6% | $152,861-7.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.64% | 89.24%-73.6pp | 69.02%-53.4pp | 345.32%-329.7pp |
| Employer contribution / active EE | $5,917 | $4,210+40.5% | $3,452+71.4% | $4,762+24.2% |
| Participant deferral / active EE | $10,326 | $6,364+62.3% | $5,923+74.3% | $5,850+76.5% |
| Admin fee / account holder | $10,903 | $10,520+3.6% | $7,743+40.8% | $11,596-6.0% |