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 | $162,951 | $167,483-2.7% | $115,752+40.8% | $147,584+10.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 13.18% | 12.11%+1.1pp | 19.41%-6.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $5,167 | $4,960+4.2% | $3,492+48.0% | $4,876+6.0% |
| Participant deferral / active EE | $3,397 | $7,037-51.7% | $5,204-34.7% | $5,439-37.5% |
| Admin fee / account holder | $1,794 | $13,069-86.3% | $6,278-71.4% | $10,885-83.5% |