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 | $79,402 | $81,632-2.7% | $70,449+12.7% | $158,922-50.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.09% | 208.40%-191.3pp | 109.03%-91.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,430 | $3,217-24.5% | $2,737-11.2% | $4,761-49.0% |
| Participant deferral / active EE | $8,393 | $4,554+84.3% | $3,709+126.3% | $5,982+40.3% |
| Admin fee / account holder | $1,207 | $6,193-80.5% | $3,845-68.6% | $11,246-89.3% |