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 | $178,875 | $162,781+9.9% | $133,956+33.5% | $158,922+12.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.70% | 41.94%-23.2pp | 45.09%-26.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,713 | $4,975-45.5% | $3,919-30.8% | $4,761-43.0% |
| Participant deferral / active EE | $9,941 | $5,911+68.2% | $5,048+96.9% | $5,982+66.2% |
| Admin fee / account holder | $2,361 | $11,736-79.9% | $8,927-73.5% | $11,246-79.0% |