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 | $116,805 | $96,635+20.9% | $86,612+34.9% | $139,434-16.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.09% | 106.41%-88.3pp | 591.07%-573.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,193 | $3,263-2.1% | $3,022+5.6% | $4,751-32.8% |
| Participant deferral / active EE | $8,026 | $4,836+66.0% | $4,438+80.9% | $6,710+19.6% |
| Admin fee / account holder | $543 | $6,408-91.5% | $5,614-90.3% | $11,403-95.2% |