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 | $133,071 | $98,240+35.5% | $82,313+61.7% | $147,584-9.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.11% | 30.85%-19.7pp | 25.88%-14.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,432 | $3,192-23.8% | $2,428+0.2% | $4,876-50.1% |
| Participant deferral / active EE | $7,749 | $4,383+76.8% | $3,706+109.1% | $5,439+42.5% |
| Admin fee / account holder | $4,812 | $8,563-43.8% | $5,608-14.2% | $10,885-55.8% |