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 | $143,186 | $107,934+32.7% | $91,989+55.7% | $152,861-6.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.98% | 89.24%-66.3pp | 69.02%-46.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,685 | $4,210+35.0% | $3,452+64.7% | $4,762+19.4% |
| Participant deferral / active EE | $3,641 | $6,364-42.8% | $5,923-38.5% | $5,850-37.8% |
| Admin fee / account holder | $8,628 | $10,520-18.0% | $7,743+11.4% | $11,596-25.6% |