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 | $87,631 | $56,114+56.2% | $96,139-8.8% | $85,850+2.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 22.77% | 42.30%-19.5pp | 191.94%-169.2pp | 318.53%-295.8pp |
| Employer contribution / active EE | $1,764 | $1,620+8.9% | $2,797-36.9% | $2,565-31.2% |
| Participant deferral / active EE | $8,507 | $2,859+197.5% | $4,349+95.6% | $3,952+115.3% |
| Admin fee / account holder | $1,520 | $3,768-59.7% | $5,537-72.6% | $6,260-75.7% |