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 | $148,142 | $102,616+44.4% | $81,983+80.7% | $158,922-6.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.40% | 61.04%-49.6pp | 41.31%-29.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,850 | $3,240+18.8% | $2,498+54.1% | $4,761-19.1% |
| Participant deferral / active EE | $4,793 | $4,648+3.1% | $3,722+28.8% | $5,982-19.9% |
| Admin fee / account holder | $7,231 | $8,235-12.2% | $5,664+27.7% | $11,246-35.7% |