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 | $126,918 | $107,934+17.6% | $91,989+38.0% | $152,861-17.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.90% | 89.24%-68.3pp | 69.02%-48.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,270 | $4,210-46.1% | $3,452-34.2% | $4,762-52.3% |
| Participant deferral / active EE | $2,520 | $6,364-60.4% | $5,923-57.5% | $5,850-56.9% |
| Admin fee / account holder | $4,977 | $10,520-52.7% | $7,743-35.7% | $11,596-57.1% |