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 | $131,448 | $98,240+33.8% | $82,313+59.7% | $147,584-10.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.69% | 30.85%-17.2pp | 25.88%-12.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $4,475 | $3,192+40.2% | $2,428+84.3% | $4,876-8.2% |
| Participant deferral / active EE | $5,280 | $4,383+20.5% | $3,706+42.5% | $5,439-2.9% |
| Admin fee / account holder | $1,217 | $8,563-85.8% | $5,608-78.3% | $10,885-88.8% |