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 | $142,960 | $127,777+11.9% | $106,548+34.2% | $167,490-14.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.96% | 33.87%-20.9pp | 26.80%-13.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,660 | $3,427-22.4% | $2,819-5.6% | $4,837-45.0% |
| Participant deferral / active EE | $7,489 | $5,087+47.2% | $4,398+70.3% | $6,341+18.1% |
| Admin fee / account holder | $9,959 | $11,228-11.3% | $7,407+34.4% | $12,309-19.1% |