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 | $133,463 | $144,119-7.4% | $117,854+13.2% | $147,584-9.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 15.34% | 531.15%-515.8pp | 335.08%-319.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,946 | $4,896-39.8% | $3,786-22.2% | $4,876-39.6% |
| Participant deferral / active EE | $9,435 | $5,316+77.5% | $4,482+110.5% | $5,439+73.5% |
| Admin fee / account holder | $600 | $10,886-94.5% | $8,020-92.5% | $10,885-94.5% |