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 | $166,840 | $124,281+34.2% | $109,143+52.9% | $167,490-0.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.74% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $14,328 | $4,207+240.5% | $3,722+285.0% | $4,837+196.2% |
| Participant deferral / active EE | $2,983 | $5,255-43.2% | $4,653-35.9% | $6,341-53.0% |
| Admin fee / account holder | $3,788 | $7,970-52.5% | $6,752-43.9% | $12,309-69.2% |