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 | $145,812 | $102,616+42.1% | $81,983+77.9% | $158,922-8.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.20% | 61.04%-47.8pp | 41.31%-28.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,409 | $3,240-25.6% | $2,498-3.6% | $4,761-49.4% |
| Participant deferral / active EE | $5,449 | $4,648+17.2% | $3,722+46.4% | $5,982-8.9% |
| Admin fee / account holder | $6,479 | $8,235-21.3% | $5,664+14.4% | $11,246-42.4% |