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 | $118,858 | $73,933+60.8% | $96,683+22.9% | $75,163+58.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.14% | 26.70%-5.6pp | 35.69%-14.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,571 | $2,928-46.3% | $3,737-57.9% | $2,670-41.1% |
| Participant deferral / active EE | $4,620 | $3,659+26.3% | $4,878-5.3% | $4,125+12.0% |
| Admin fee / account holder | $841 | $5,216-83.9% | $6,730-87.5% | $5,651-85.1% |