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 | $133,140 | $112,881+17.9% | $90,951+46.4% | $158,922-16.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.81% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,454 | $2,893-49.7% | $2,122-31.5% | $4,761-69.5% |
| Participant deferral / active EE | $5,549 | $4,128+34.4% | $3,373+64.5% | $5,982-7.2% |
| Admin fee / account holder | $3,496 | $8,041-56.5% | $5,959-41.3% | $11,246-68.9% |