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 | $142,730 | $111,535+28.0% | $105,223+35.6% | $137,256+4.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.58% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,117 | $3,939-46.3% | $3,689-42.6% | $4,156-49.1% |
| Participant deferral / active EE | $6,428 | $5,500+16.9% | $5,072+26.7% | $6,407+0.3% |
| Admin fee / account holder | $39,178 | $9,721+303.0% | $8,859+342.2% | $12,270+219.3% |