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 | $133,644 | $99,652+34.1% | $78,778+69.6% | $147,584-9.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.27% | 47.28%-28.0pp | 35.62%-16.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,174 | $2,796-22.2% | $1,986+9.5% | $4,876-55.4% |
| Participant deferral / active EE | $5,553 | $3,664+51.6% | $2,958+87.7% | $5,439+2.1% |
| Admin fee / account holder | $4,526 | $7,155-36.7% | $5,134-11.8% | $10,885-58.4% |