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 | $193,376 | $162,781+18.8% | $133,956+44.4% | $158,922+21.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.80% | 41.94%-32.1pp | 45.09%-35.3pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,274 | $4,975-74.4% | $3,919-67.5% | $4,761-73.2% |
| Participant deferral / active EE | $9,035 | $5,911+52.9% | $5,048+79.0% | $5,982+51.0% |
| Admin fee / account holder | $24,670 | $11,736+110.2% | $8,927+176.3% | $11,246+119.4% |