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 | $109,576 | $152,587-28.2% | $125,175-12.5% | $152,861-28.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.24% | 54.84%-32.6pp | 43.79%-21.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $10,480 | $4,946+111.9% | $3,865+171.1% | $4,762+120.1% |
| Participant deferral / active EE | $6,559 | $5,868+11.8% | $4,937+32.9% | $5,850+12.1% |
| Admin fee / account holder | $1,391 | $13,434-89.6% | $9,702-85.7% | $11,596-88.0% |