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 | $162,867 | $124,319+31.0% | $111,297+46.3% | $167,490-2.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.74% | 37.44%-21.7pp | 54.65%-38.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,100 | $3,435-38.9% | $2,731-23.1% | $4,837-56.6% |
| Participant deferral / active EE | $7,700 | $5,180+48.6% | $4,487+71.6% | $6,341+21.4% |
| Admin fee / account holder | $1,211 | $10,618-88.6% | $7,964-84.8% | $12,309-90.2% |