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 | $139,285 | $125,758+10.8% | $169,993-18.1% | $75,163+85.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.18% | 27.20%-5.0pp | 53.37%-31.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $5,040 | $4,615+9.2% | $6,785-25.7% | $2,670+88.8% |
| Participant deferral / active EE | $12,515 | $6,837+83.0% | $10,408+20.3% | $4,125+203.4% |
| Admin fee / account holder | $883 | $8,173-89.2% | $12,815-93.1% | $5,651-84.4% |