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 | $138,414 | $137,414+0.7% | $189,513-27.0% | $85,850+61.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.85% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,401 | $4,344-44.7% | $6,162-61.0% | $2,565-6.4% |
| Participant deferral / active EE | $5,169 | $6,260-17.4% | $8,221-37.1% | $3,952+30.8% |
| Admin fee / account holder | $9,522 | $8,630+10.3% | $12,045-20.9% | $6,260+52.1% |