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 | $111,080 | $99,079+12.1% | $77,999+42.4% | $273,961-59.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.60% | 217.93%-210.3pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,917 | $3,308-42.1% | $2,470-22.4% | $4,869-60.6% |
| Participant deferral / active EE | $7,611 | $4,306+76.7% | $3,497+117.6% | $5,287+43.9% |
| Admin fee / account holder | $4,589 | $8,954-48.7% | $5,480-16.3% | $10,132-54.7% |