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 | $130,181 | $98,240+32.5% | $82,313+58.2% | $147,584-11.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.69% | 30.85%-16.2pp | 25.88%-11.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,230 | $3,192-30.1% | $2,428-8.2% | $4,876-54.3% |
| Participant deferral / active EE | $7,502 | $4,383+71.2% | $3,706+102.4% | $5,439+37.9% |
| Admin fee / account holder | $911 | $8,563-89.4% | $5,608-83.8% | $10,885-91.6% |