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 | $162,809 | $112,729+44.4% | $98,716+64.9% | $137,256+18.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.19% | 38.48%-25.3pp | 31.81%-18.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,160 | $2,725-20.7% | $2,279-5.2% | $4,156-48.0% |
| Participant deferral / active EE | $3,817 | $4,640-17.8% | $4,048-5.7% | $6,407-40.4% |
| Admin fee / account holder | $2,221 | $10,129-78.1% | $8,703-74.5% | $12,270-81.9% |