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 | $127,673 | $140,940-9.4% | $112,229+13.8% | $139,434-8.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.48% | 32.71%-18.2pp | 30.20%-15.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $8,167 | $4,283+90.7% | $3,430+138.1% | $4,751+71.9% |
| Participant deferral / active EE | $2,923 | $5,874-50.2% | $4,798-39.1% | $6,710-56.4% |
| Admin fee / account holder | $8,467 | $9,954-14.9% | $7,748+9.3% | $11,403-25.7% |