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 | $115,896 | $75,183+54.2% | $123,892-6.5% | $55,167+110.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 10.28% | 19.01%-8.7pp | 47.52%-37.2pp | 169.23%-159.0pp |
| Employer contribution / active EE | $2,961 | $2,823+4.9% | $4,617-35.9% | $1,963+50.9% |
| Participant deferral / active EE | $3,495 | $5,084-31.3% | $5,984-41.6% | $3,054+14.4% |
| Admin fee / account holder | $4,765 | $663+619.3% | $8,357-43.0% | $504+845.7% |