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 | $169,114 | $162,781+3.9% | $133,956+26.2% | $158,922+6.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.77% | 41.94%-25.2pp | 45.09%-28.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,404 | $4,975-51.7% | $3,919-38.7% | $4,761-49.5% |
| Participant deferral / active EE | $5,216 | $5,911-11.8% | $5,048+3.3% | $5,982-12.8% |
| Admin fee / account holder | $30,135 | $11,736+156.8% | $8,927+237.6% | $11,246+168.0% |