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 | $155,577 | $124,425+25.0% | $112,040+38.9% | $137,256+13.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.93% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,735 | $3,411-19.8% | $2,954-7.4% | $4,156-34.2% |
| Participant deferral / active EE | $12,499 | $5,718+118.6% | $5,098+145.2% | $6,407+95.1% |
| Admin fee / account holder | $6,026 | $15,207-60.4% | $12,098-50.2% | $12,270-50.9% |