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 | $127,751 | $140,940-9.4% | $112,229+13.8% | $139,434-8.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.44% | 32.71%-19.3pp | 30.20%-16.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,294 | $4,283-46.4% | $3,430-33.1% | $4,751-51.7% |
| Participant deferral / active EE | $5,720 | $5,874-2.6% | $4,798+19.2% | $6,710-14.8% |
| Admin fee / account holder | $10,620 | $9,954+6.7% | $7,748+37.1% | $11,403-6.9% |