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 | $159,857 | $140,940+13.4% | $112,229+42.4% | $139,434+14.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.28% | 32.71%-6.4pp | 30.20%-3.9pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,378 | $4,283-44.5% | $3,430-30.7% | $4,751-50.0% |
| Participant deferral / active EE | $12,731 | $5,874+116.7% | $4,798+165.3% | $6,710+89.7% |
| Admin fee / account holder | $2,076 | $9,954-79.1% | $7,748-73.2% | $11,403-81.8% |