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 | $233,564 | $117,841+98.2% | $102,423+128.0% | $145,922+60.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.36% | 31.65%-14.3pp | 29.32%-12.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,054 | $3,615-15.5% | $3,023+1.0% | $4,660-34.5% |
| Participant deferral / active EE | $6,306 | $5,731+10.0% | $5,053+24.8% | $6,688-5.7% |
| Admin fee / account holder | $12,565 | $13,326-5.7% | $9,451+33.0% | $13,397-6.2% |