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 | $156,749 | $117,983+32.9% | $101,794+54.0% | $142,382+10.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.13% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,367 | $2,773-14.6% | $2,289+3.4% | $4,299-44.9% |
| Participant deferral / active EE | $4,032 | $4,714-14.5% | $4,084-1.3% | $6,507-38.0% |
| Admin fee / account holder | $884 | $10,433-91.5% | $8,777-89.9% | $12,624-93.0% |