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 | $130,795 | $80,968+61.5% | $96,544+35.5% | $75,163+74.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.58% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,988 | $2,282-12.9% | $2,965-32.9% | $2,670-25.5% |
| Participant deferral / active EE | $3,488 | $3,928-11.2% | $4,851-28.1% | $4,125-15.4% |
| Admin fee / account holder | $9,204 | $6,724+36.9% | $8,252+11.5% | $5,651+62.9% |