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 | $128,624 | $105,859+21.5% | $90,160+42.7% | $147,584-12.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.88% | 37.63%-15.7pp | 34.88%-13.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $3,059 | $4,126-25.9% | $3,318-7.8% | $4,876-37.3% |
| Participant deferral / active EE | $10,242 | $5,733+78.6% | $5,288+93.7% | $5,439+88.3% |
| Admin fee / account holder | $3,802 | $8,046-52.8% | $5,943-36.0% | $10,885-65.1% |