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 | $117,983+35.4% | $101,794+56.9% | $142,382+12.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.53% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,537 | $2,773-8.5% | $2,289+10.8% | $4,299-41.0% |
| Participant deferral / active EE | $5,463 | $4,714+15.9% | $4,084+33.8% | $6,507-16.1% |
| Admin fee / account holder | $11,327 | $10,433+8.6% | $8,777+29.0% | $12,624-10.3% |