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 | $133,643 | $90,348+47.9% | $75,972+75.9% | $145,922-8.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 10.24% | 620.88%-610.6pp | 359.55%-349.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,739 | $3,311-47.5% | $2,685-35.2% | $4,660-62.7% |
| Participant deferral / active EE | $12,500 | $5,162+142.2% | $4,255+193.7% | $6,688+86.9% |
| Admin fee / account holder | $628 | $8,467-92.6% | $6,467-90.3% | $13,397-95.3% |