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 | $148,711 | $127,065+17.0% | $113,168+31.4% | $142,382+4.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.59% | 24.03%-10.4pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,414 | $3,442-29.9% | $2,975-18.8% | $4,299-43.8% |
| Participant deferral / active EE | $8,339 | $5,716+45.9% | $5,107+63.3% | $6,507+28.1% |
| Admin fee / account holder | $578 | $15,736-96.3% | $12,068-95.2% | $12,624-95.4% |