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 | $133,307 | $104,974+27.0% | $95,585+39.5% | $142,382-6.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.01% | 210.33%-198.3pp | 38.56%-26.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,106 | $2,779-24.2% | $2,527-16.6% | $4,299-51.0% |
| Participant deferral / active EE | $6,302 | $4,352+44.8% | $4,023+56.7% | $6,507-3.2% |
| Admin fee / account holder | $22,245 | $6,386+248.3% | $6,127+263.0% | $12,624+76.2% |