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 | $152,662 | $110,257+38.5% | $96,544+58.1% | $139,434+9.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.11% | 26.32%-14.2pp | 25.84%-13.7pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,292 | $3,620-36.7% | $2,965-22.7% | $4,751-51.8% |
| Participant deferral / active EE | $1,750 | $5,548-68.5% | $4,851-63.9% | $6,710-73.9% |
| Admin fee / account holder | $6,527 | $11,591-43.7% | $8,252-20.9% | $11,403-42.8% |