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 | $115,254 | $117,841-2.2% | $102,423+12.5% | $145,922-21.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,570 | $3,615-56.6% | $3,023-48.1% | $4,660-66.3% |
| Participant deferral / active EE | $6,149 | $5,731+7.3% | $5,053+21.7% | $6,688-8.1% |
| Admin fee / account holder | $8,814 | $13,326-33.9% | $9,451-6.7% | $13,397-34.2% |