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 | $122,943 | $100,773+22.0% | $88,946+38.2% | $142,382-13.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.97% | 70.18%-55.2pp | 57.82%-42.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,942 | $2,918+0.9% | $2,555+15.2% | $4,299-31.6% |
| Participant deferral / active EE | $5,922 | $5,230+13.2% | $4,581+29.3% | $6,507-9.0% |
| Admin fee / account holder | $3,923 | $9,693-59.5% | $8,261-52.5% | $12,624-68.9% |