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 | $143,401 | $110,257+30.1% | $96,544+48.5% | $139,434+2.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.36% | 26.32%-13.0pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,451 | $3,620-32.3% | $2,965-17.4% | $4,751-48.4% |
| Participant deferral / active EE | $5,068 | $5,548-8.7% | $4,851+4.5% | $6,710-24.5% |
| Admin fee / account holder | $523 | $11,591-95.5% | $8,252-93.7% | $11,403-95.4% |