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 | $138,244 | $118,919+16.2% | $88,538+56.1% | $152,861-9.6% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 11.52% | 47.92%-36.4pp | 43.64%-32.1pp | 345.32%-333.8pp |
| Employer contribution / active EE | $1,251 | $2,669-53.1% | $2,098-40.4% | $4,762-73.7% |
| Participant deferral / active EE | $7,344 | $3,549+106.9% | $2,914+152.0% | $5,850+25.5% |
| Admin fee / account holder | $1,620 | $5,876-72.4% | $4,310-62.4% | $11,596-86.0% |