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 | $131,969 | $85,022+55.2% | $70,515+87.1% | $139,434-5.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.78% | 30.38%-15.6pp | 32.77%-18.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,925 | $3,909+26.0% | $2,973+65.6% | $4,751+3.7% |
| Participant deferral / active EE | $8,083 | $5,890+37.2% | $4,567+77.0% | $6,710+20.5% |
| Admin fee / account holder | $2,549 | $8,906-71.4% | $6,412-60.2% | $11,403-77.6% |