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 | $85,768 | $81,632+5.1% | $70,449+21.7% | $158,922-46.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.71% | 208.40%-191.7pp | 109.03%-92.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $5,115 | $3,217+59.0% | $2,737+86.9% | $4,761+7.4% |
| Participant deferral / active EE | $6,423 | $4,554+41.0% | $3,709+73.2% | $5,982+7.4% |
| Admin fee / account holder | $8,600 | $6,193+38.9% | $3,845+123.7% | $11,246-23.5% |