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 | $133,625 | $69,207+93.1% | $64,056+108.6% | $139,434-4.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.76% | 45.88%-11.1pp | 33.69%+1.1pp | 372.94%-338.2pp |
| Employer contribution / active EE | $1,374 | $3,182-56.8% | $2,747-50.0% | $4,751-71.1% |
| Participant deferral / active EE | $5,496 | $4,682+17.4% | $3,880+41.6% | $6,710-18.1% |
| Admin fee / account holder | $1,937 | $4,244-54.4% | $3,068-36.9% | $11,403-83.0% |