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 | $134,679 | $104,907+28.4% | $84,611+59.2% | $152,861-11.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.45% | 373.79%-353.3pp | 258.74%-238.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $993 | $3,302-69.9% | $2,652-62.5% | $4,762-79.1% |
| Participant deferral / active EE | $2,195 | $4,688-53.2% | $3,899-43.7% | $5,850-62.5% |
| Admin fee / account holder | $2,826 | $6,241-54.7% | $4,912-42.5% | $11,596-75.6% |