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 | $136,515 | $125,758+8.6% | $169,993-19.7% | $75,163+81.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.62% | 27.20%-11.6pp | 53.37%-37.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,061 | $4,615-55.3% | $6,785-69.6% | $2,670-22.8% |
| Participant deferral / active EE | $4,734 | $6,837-30.8% | $10,408-54.5% | $4,125+14.8% |
| Admin fee / account holder | $16,671 | $8,173+104.0% | $12,815+30.1% | $5,651+195.0% |