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 | $122,038 | $105,931+15.2% | $81,930+49.0% | $158,922-23.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 9.74% | 38.17%-28.4pp | 29.49%-19.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,052 | $7,800-86.5% | $4,310-75.6% | $4,761-77.9% |
| Participant deferral / active EE | $8,998 | $13,003-30.8% | $7,107+26.6% | $5,982+50.4% |
| Admin fee / account holder | $3,623 | $8,489-57.3% | $5,158-29.8% | $11,246-67.8% |