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 | $163,671 | $127,777+28.1% | $106,548+53.6% | $167,490-2.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.99% | 33.87%-22.9pp | 26.80%-15.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $4,192 | $3,427+22.3% | $2,819+48.7% | $4,837-13.4% |
| Participant deferral / active EE | $4,528 | $5,087-11.0% | $4,398+3.0% | $6,341-28.6% |
| Admin fee / account holder | $1,432 | $11,228-87.2% | $7,407-80.7% | $12,309-88.4% |