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 | $167,493 | $132,634+26.3% | $115,768+44.7% | $137,256+22.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.65% | 160.70%-145.1pp | 100.46%-84.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,561 | $3,360-53.5% | $2,940-46.9% | $4,156-62.4% |
| Participant deferral / active EE | $7,268 | $5,619+29.4% | $4,917+47.8% | $6,407+13.4% |
| Admin fee / account holder | $13,167 | $15,028-12.4% | $12,439+5.8% | $12,270+7.3% |