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 | $161,666 | $118,849+36.0% | $96,562+67.4% | $167,490-3.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.71% | 50.49%-24.8pp | 37.78%-12.1pp | 478.56%-452.9pp |
| Employer contribution / active EE | $3,230 | $3,120+3.6% | $2,356+37.1% | $4,837-33.2% |
| Participant deferral / active EE | $6,596 | $4,616+42.9% | $3,849+71.4% | $6,341+4.0% |
| Admin fee / account holder | $10,863 | $8,065+34.7% | $6,181+75.8% | $12,309-11.7% |