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 | $155,765 | $117,983+32.0% | $101,794+53.0% | $142,382+9.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.04% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,614 | $2,773-5.7% | $2,289+14.2% | $4,299-39.2% |
| Participant deferral / active EE | $7,725 | $4,714+63.9% | $4,084+89.2% | $6,507+18.7% |
| Admin fee / account holder | $1,052 | $10,433-89.9% | $8,777-88.0% | $12,624-91.7% |