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 | $216,715 | $127,065+70.6% | $113,168+91.5% | $142,382+52.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.81% | 24.03%-11.2pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,134 | $3,442-9.0% | $2,975+5.3% | $4,299-27.1% |
| Participant deferral / active EE | $12,097 | $5,716+111.6% | $5,107+136.9% | $6,507+85.9% |
| Admin fee / account holder | $10,396 | $15,736-33.9% | $12,068-13.9% | $12,624-17.6% |