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 | $130,760 | $106,890+22.3% | $84,015+55.6% | $152,861-14.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.41% | 104.99%-83.6pp | 71.31%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,673 | $2,734+34.3% | $1,983+85.2% | $4,762-22.9% |
| Participant deferral / active EE | $5,515 | $4,011+37.5% | $3,239+70.3% | $5,850-5.7% |
| Admin fee / account holder | $3,401 | $8,285-59.0% | $6,101-44.3% | $11,596-70.7% |