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 | $183,808 | $148,534+23.7% | $135,903+35.2% | $139,434+31.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.08% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,608 | $5,243-31.2% | $4,856-25.7% | $4,751-24.1% |
| Participant deferral / active EE | $11,252 | $8,100+38.9% | $7,758+45.0% | $6,710+67.7% |
| Admin fee / account holder | $6,261 | $12,400-49.5% | $10,762-41.8% | $11,403-45.1% |