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 | $125,894 | $106,890+17.8% | $84,015+49.8% | $152,861-17.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.89% | 104.99%-88.1pp | 71.31%-54.4pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,645 | $2,734-39.9% | $1,983-17.1% | $4,762-65.5% |
| Participant deferral / active EE | $2,708 | $4,011-32.5% | $3,239-16.4% | $5,850-53.7% |
| Admin fee / account holder | $1,195 | $8,285-85.6% | $6,101-80.4% | $11,596-89.7% |