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 | $112,192 | $91,037+23.2% | $71,671+56.5% | $147,584-24.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.74% | 20.48%-8.7pp | 20.65%-8.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $3,222 | $3,327-3.2% | $2,460+31.0% | $4,876-33.9% |
| Participant deferral / active EE | $3,532 | $4,498-21.5% | $3,438+2.7% | $5,439-35.1% |
| Admin fee / account holder | $1,937 | $8,613-77.5% | $5,558-65.2% | $10,885-82.2% |