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 | $110,188 | $105,859+4.1% | $90,160+22.2% | $147,584-25.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.51% | 37.63%-22.1pp | 34.88%-19.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,225 | $4,126-46.1% | $3,318-33.0% | $4,876-54.4% |
| Participant deferral / active EE | $7,258 | $5,733+26.6% | $5,288+37.3% | $5,439+33.5% |
| Admin fee / account holder | $1,602 | $8,046-80.1% | $5,943-73.0% | $10,885-85.3% |