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 | $140,324 | $105,181+33.4% | $159,436-12.0% | $85,850+63.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.44% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $3,519 | $3,318+6.0% | $4,829-27.1% | $2,565+37.2% |
| Participant deferral / active EE | $5,648 | $5,945-5.0% | $7,352-23.2% | $3,952+42.9% |
| Admin fee / account holder | $564 | $6,933-91.9% | $10,799-94.8% | $6,260-91.0% |