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 | $182,933 | $162,781+12.4% | $133,956+36.6% | $158,922+15.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.91% | 41.94%-28.0pp | 45.09%-31.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $4,112 | $4,975-17.4% | $3,919+4.9% | $4,761-13.6% |
| Participant deferral / active EE | $11,310 | $5,911+91.3% | $5,048+124.1% | $5,982+89.1% |
| Admin fee / account holder | $1,756 | $11,736-85.0% | $8,927-80.3% | $11,246-84.4% |