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 | $133,813 | $102,966+30.0% | $90,281+48.2% | $152,861-12.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 15.86% | 95.16%-79.3pp | 78.10%-62.2pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,783 | $3,139+20.5% | $2,854+32.5% | $4,762-20.6% |
| Participant deferral / active EE | $4,997 | $4,281+16.7% | $3,885+28.6% | $5,850-14.6% |
| Admin fee / account holder | $33,100 | $6,171+436.4% | $5,351+518.5% | $11,596+185.4% |