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 | $131,526 | $106,890+23.0% | $84,015+56.6% | $152,861-14.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.78% | 104.99%-86.2pp | 71.31%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,805 | $2,734+2.6% | $1,983+41.4% | $4,762-41.1% |
| Participant deferral / active EE | $4,834 | $4,011+20.5% | $3,239+49.3% | $5,850-17.4% |
| Admin fee / account holder | $14,518 | $8,285+75.2% | $6,101+138.0% | $11,596+25.2% |