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 | $132,758 | $232,540-42.9% | $185,117-28.3% | $147,584-10.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.23% | 43.03%-29.8pp | 40.50%-27.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,872 | $5,195-25.5% | $4,182-7.4% | $4,876-20.6% |
| Participant deferral / active EE | $12,840 | $5,834+120.1% | $5,045+154.5% | $5,439+136.1% |
| Admin fee / account holder | $375 | $10,275-96.4% | $8,159-95.4% | $10,885-96.6% |