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 | $135,080 | $162,781-17.0% | $133,956+0.8% | $158,922-15.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.95% | 41.94%-35.0pp | 45.09%-38.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,186 | $4,975-56.1% | $3,919-44.2% | $4,761-54.1% |
| Participant deferral / active EE | $9,569 | $5,911+61.9% | $5,048+89.6% | $5,982+60.0% |
| Admin fee / account holder | $6,114 | $11,736-47.9% | $8,927-31.5% | $11,246-45.6% |