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 | $160,842 | $106,515+51.0% | $96,683+66.4% | $139,434+15.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.09% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,830 | $4,103-31.0% | $3,737-24.3% | $4,751-40.4% |
| Participant deferral / active EE | $5,731 | $5,454+5.1% | $4,878+17.5% | $6,710-14.6% |
| Admin fee / account holder | $8,853 | $7,877+12.4% | $6,730+31.5% | $11,403-22.4% |