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 | $164,033 | $111,535+47.1% | $105,223+55.9% | $137,256+19.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.05% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,699 | $3,939-31.5% | $3,689-26.8% | $4,156-35.1% |
| Participant deferral / active EE | $8,737 | $5,500+58.9% | $5,072+72.3% | $6,407+36.4% |
| Admin fee / account holder | $3,204 | $9,721-67.0% | $8,859-63.8% | $12,270-73.9% |