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 | $228,392 | $124,281+83.8% | $109,143+109.3% | $167,490+36.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.84% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,997 | $4,207-52.5% | $3,722-46.4% | $4,837-58.7% |
| Participant deferral / active EE | $5,447 | $5,255+3.6% | $4,653+17.1% | $6,341-14.1% |
| Admin fee / account holder | $1,541 | $7,970-80.7% | $6,752-77.2% | $12,309-87.5% |