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 | $133,697 | $96,484+38.6% | $75,886+76.2% | $152,861-12.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 25.11% | 33.98%-8.9pp | 30.76%-5.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,103 | $3,309-66.7% | $2,500-55.9% | $4,762-76.8% |
| Participant deferral / active EE | $3,145 | $4,553-30.9% | $3,603-12.7% | $5,850-46.2% |
| Admin fee / account holder | $11,957 | $8,078+48.0% | $5,418+120.7% | $11,596+3.1% |