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 | $135,086 | $77,314+74.7% | $177,989-24.1% | $80,856+67.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.34% | 18.09%-6.7pp | 294.48%-283.1pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,469 | $2,292+7.7% | $3,949-37.5% | $2,755-10.4% |
| Participant deferral / active EE | $5,485 | $4,411+24.4% | $6,276-12.6% | $4,296+27.7% |
| Admin fee / account holder | $2,020 | $7,191-71.9% | $10,363-80.5% | $6,918-70.8% |