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 | $133,739 | $95,971+39.4% | $74,550+79.4% | $135,375-1.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 2.82% | 56.96%-54.1pp | 32.53%-29.7pp | 519.73%-516.9pp |
| Employer contribution / active EE | $1,738 | $2,716-36.0% | $1,961-11.4% | $4,779-63.6% |
| Participant deferral / active EE | $10,068 | $3,843+161.9% | $3,108+223.9% | $5,609+79.5% |
| Admin fee / account holder | $2,185 | $6,522-66.5% | $5,060-56.8% | $10,827-79.8% |