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 | $137,433 | $117,841+16.6% | $102,423+34.2% | $145,922-5.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.08% | 31.65%-21.6pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $10,544 | $3,615+191.7% | $3,023+248.7% | $4,660+126.3% |
| Participant deferral / active EE | $5,644 | $5,731-1.5% | $5,053+11.7% | $6,688-15.6% |
| Admin fee / account holder | $1,674 | $13,326-87.4% | $9,451-82.3% | $13,397-87.5% |