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 | $178,456 | $117,841+51.4% | $102,423+74.2% | $145,922+22.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.26% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,201 | $3,615+16.2% | $3,023+38.9% | $4,660-9.9% |
| Participant deferral / active EE | $3,600 | $5,731-37.2% | $5,053-28.8% | $6,688-46.2% |
| Admin fee / account holder | $2,930 | $13,326-78.0% | $9,451-69.0% | $13,397-78.1% |