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 | $115,338 | $90,348+27.7% | $75,972+51.8% | $145,922-21.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.03% | 620.88%-599.8pp | 359.55%-338.5pp | 561.29%-540.3pp |
| Employer contribution / active EE | $3,090 | $3,311-6.7% | $2,685+15.1% | $4,660-33.7% |
| Participant deferral / active EE | $7,287 | $5,162+41.2% | $4,255+71.2% | $6,688+9.0% |
| Admin fee / account holder | $3,472 | $8,467-59.0% | $6,467-46.3% | $13,397-74.1% |