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 | $131,566 | $117,983+11.5% | $101,794+29.2% | $142,382-7.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.65% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $10,000 | $2,773+260.7% | $2,289+336.9% | $4,299+132.6% |
| Participant deferral / active EE | $1,734 | $4,714-63.2% | $4,084-57.5% | $6,507-73.3% |
| Admin fee / account holder | $11,915 | $10,433+14.2% | $8,777+35.8% | $12,624-5.6% |