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 | $159,721 | $140,940+13.3% | $112,229+42.3% | $139,434+14.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.58% | 32.71%-7.1pp | 30.20%-4.6pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,566 | $4,283-40.1% | $3,430-25.2% | $4,751-46.0% |
| Participant deferral / active EE | $6,609 | $5,874+12.5% | $4,798+37.8% | $6,710-1.5% |
| Admin fee / account holder | $1,218 | $9,954-87.8% | $7,748-84.3% | $11,403-89.3% |