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 | $181,752 | $124,319+46.2% | $111,297+63.3% | $167,490+8.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.98% | 37.44%-24.5pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,491 | $3,435-27.5% | $2,731-8.8% | $4,837-48.5% |
| Participant deferral / active EE | $4,651 | $5,180-10.2% | $4,487+3.6% | $6,341-26.7% |
| Admin fee / account holder | $3,105 | $10,618-70.8% | $7,964-61.0% | $12,309-74.8% |