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 | $135,378 | $105,126+28.8% | $94,646+43.0% | $139,434-2.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.35% | 38.03%-15.7pp | 156.71%-134.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,058 | $4,106-49.9% | $3,672-44.0% | $4,751-56.7% |
| Participant deferral / active EE | $7,100 | $7,599-6.6% | $7,418-4.3% | $6,710+5.8% |
| Admin fee / account holder | $1,263 | $8,984-85.9% | $7,231-82.5% | $11,403-88.9% |