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 | $130,445 | $110,261+18.3% | $95,745+36.2% | $139,434-6.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.05% | 27.11%-13.1pp | 28.35%-14.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $7,145 | $3,257+119.3% | $2,835+152.1% | $4,751+50.4% |
| Participant deferral / active EE | $7,286 | $4,676+55.8% | $4,245+71.7% | $6,710+8.6% |
| Admin fee / account holder | $369,210 | $6,613+5482.9% | $5,678+6402.7% | $11,403+3138.0% |