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 | $159,719 | $112,729+41.7% | $98,716+61.8% | $137,256+16.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.53% | 38.48%-24.0pp | 31.81%-17.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,537 | $2,725-6.9% | $2,279+11.3% | $4,156-39.0% |
| Participant deferral / active EE | $5,463 | $4,640+17.7% | $4,048+35.0% | $6,407-14.7% |
| Admin fee / account holder | $11,327 | $10,129+11.8% | $8,703+30.1% | $12,270-7.7% |