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 | $141,782 | $165,912-14.5% | $122,332+15.9% | $147,584-3.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.28% | 34.55%-18.3pp | 30.27%-14.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $9,652 | $5,754+67.7% | $4,050+138.3% | $4,876+97.9% |
| Participant deferral / active EE | $4,338 | $4,005+8.3% | $3,287+32.0% | $5,439-20.2% |
| Admin fee / account holder | $7,215 | $7,424-2.8% | $5,478+31.7% | $10,885-33.7% |