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 | $127,424 | $104,907+21.5% | $84,611+50.6% | $152,861-16.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 13.27% | 373.79%-360.5pp | 258.74%-245.5pp | 345.32%-332.0pp |
| Employer contribution / active EE | $2,644 | $3,302-19.9% | $2,652-0.3% | $4,762-44.5% |
| Participant deferral / active EE | $8,962 | $4,688+91.2% | $3,899+129.9% | $5,850+53.2% |
| Admin fee / account holder | $7,771 | $6,241+24.5% | $4,912+58.2% | $11,596-33.0% |