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 | $157,997 | $117,841+34.1% | $102,423+54.3% | $145,922+8.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.11% | 31.65%-11.5pp | 29.32%-9.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,345 | $3,615-35.1% | $3,023-22.4% | $4,660-49.7% |
| Participant deferral / active EE | $4,016 | $5,731-29.9% | $5,053-20.5% | $6,688-40.0% |
| Admin fee / account holder | $19,852 | $13,326+49.0% | $9,451+110.1% | $13,397+48.2% |