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 | $201,005 | $165,912+21.2% | $122,332+64.3% | $147,584+36.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 15.30% | 34.55%-19.3pp | 30.27%-15.0pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,909 | $5,754-32.1% | $4,050-3.5% | $4,876-19.8% |
| Participant deferral / active EE | $7,211 | $4,005+80.0% | $3,287+119.4% | $5,439+32.6% |
| Admin fee / account holder | $1,839 | $7,424-75.2% | $5,478-66.4% | $10,885-83.1% |