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 | $222,659 | $124,319+79.1% | $111,297+100.1% | $167,490+32.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.83% | 37.44%-26.6pp | 54.65%-43.8pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,132 | $3,435-8.8% | $2,731+14.7% | $4,837-35.3% |
| Participant deferral / active EE | $5,550 | $5,180+7.1% | $4,487+23.7% | $6,341-12.5% |
| Admin fee / account holder | $13,640 | $10,618+28.5% | $7,964+71.3% | $12,309+10.8% |