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 | $138,456 | $105,931+30.7% | $81,930+69.0% | $158,922-12.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 6.31% | 38.17%-31.9pp | 29.49%-23.2pp | 302.83%-296.5pp |
| Employer contribution / active EE | $8,630 | $7,800+10.7% | $4,310+100.2% | $4,761+81.3% |
| Participant deferral / active EE | $8,505 | $13,003-34.6% | $7,107+19.7% | $5,982+42.2% |
| Admin fee / account holder | $9,892 | $8,489+16.5% | $5,158+91.8% | $11,246-12.0% |