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 7-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 | $139,443 | $71,050+96.3% | $93,606+49.0% | $80,856+72.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.38% | 11.26%-0.9pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $886 | $1,564-43.4% | $2,420-63.4% | $2,755-67.9% |
| Participant deferral / active EE | $5,273 | $4,034+30.7% | $4,411+19.5% | $4,296+22.7% |
| Admin fee / account holder | $8,385 | $6,945+20.7% | $8,285+1.2% | $6,918+21.2% |