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 | $130,208 | $104,907+24.1% | $84,611+53.9% | $152,861-14.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.78% | 373.79%-355.0pp | 258.74%-240.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,234 | $3,302-2.0% | $2,652+22.0% | $4,762-32.1% |
| Participant deferral / active EE | $3,800 | $4,688-18.9% | $3,899-2.5% | $5,850-35.0% |
| Admin fee / account holder | $417 | $6,241-93.3% | $4,912-91.5% | $11,596-96.4% |