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 | $136,004 | $112,881+20.5% | $90,951+49.5% | $158,922-14.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.33% | 215.79%-201.5pp | 134.60%-120.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,557 | $2,893-46.2% | $2,122-26.6% | $4,761-67.3% |
| Participant deferral / active EE | $5,323 | $4,128+29.0% | $3,373+57.8% | $5,982-11.0% |
| Admin fee / account holder | $7,539 | $8,041-6.2% | $5,959+26.5% | $11,246-33.0% |