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 | $138,104 | $74,888+84.4% | $71,209+93.9% | $142,382-3.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.45% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,291 | $2,854-19.7% | $2,721-15.8% | $4,299-46.7% |
| Participant deferral / active EE | $4,267 | $4,454-4.2% | $4,175+2.2% | $6,507-34.4% |
| Admin fee / account holder | $9,837 | $5,568+76.7% | $5,349+83.9% | $12,624-22.1% |