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 | $127,066 | $112,729+12.7% | $98,716+28.7% | $137,256-7.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.81% | 38.48%-27.7pp | 31.81%-21.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,619 | $2,725-3.9% | $2,279+14.9% | $4,156-37.0% |
| Participant deferral / active EE | $3,938 | $4,640-15.1% | $4,048-2.7% | $6,407-38.5% |
| Admin fee / account holder | $946 | $10,129-90.7% | $8,703-89.1% | $12,270-92.3% |