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 | $135,552 | $74,888+81.0% | $71,209+90.4% | $142,382-4.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.64% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,854 | $2,854+105.1% | $2,721+115.1% | $4,299+36.2% |
| Participant deferral / active EE | $4,225 | $4,454-5.1% | $4,175+1.2% | $6,507-35.1% |
| Admin fee / account holder | $6,985 | $5,568+25.4% | $5,349+30.6% | $12,624-44.7% |