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 | $185,604 | $152,587+21.6% | $125,175+48.3% | $152,861+21.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.21% | 54.84%-29.6pp | 43.79%-18.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,466 | $4,946-70.4% | $3,865-62.1% | $4,762-69.2% |
| Participant deferral / active EE | $2,434 | $5,868-58.5% | $4,937-50.7% | $5,850-58.4% |
| Admin fee / account holder | $1,415 | $13,434-89.5% | $9,702-85.4% | $11,596-87.8% |