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 | $120,721 | $111,535+8.2% | $105,223+14.7% | $137,256-12.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.64% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $14,559 | $3,939+269.6% | $3,689+294.7% | $4,156+250.3% |
| Participant deferral / active EE | $2,894 | $5,500-47.4% | $5,072-42.9% | $6,407-54.8% |
| Admin fee / account holder | $15,289 | $9,721+57.3% | $8,859+72.6% | $12,270+24.6% |