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 | $135,651 | $74,888+81.1% | $71,209+90.5% | $142,382-4.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.60% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,802 | $2,854-1.8% | $2,721+3.0% | $4,299-34.8% |
| Participant deferral / active EE | $5,274 | $4,454+18.4% | $4,175+26.3% | $6,507-18.9% |
| Admin fee / account holder | $8,652 | $5,568+55.4% | $5,349+61.8% | $12,624-31.5% |