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 7-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 | $124,820 | $104,974+18.9% | $95,585+30.6% | $142,382-12.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.53% | 210.33%-191.8pp | 38.56%-20.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,866 | $2,779-32.8% | $2,527-26.1% | $4,299-56.6% |
| Participant deferral / active EE | $9,157 | $4,352+110.4% | $4,023+127.6% | $6,507+40.7% |
| Admin fee / account holder | $3,904 | $6,386-38.9% | $6,127-36.3% | $12,624-69.1% |