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 | $145,836 | $124,319+17.3% | $111,297+31.0% | $167,490-12.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.48% | 37.44%-22.0pp | 54.65%-39.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,952 | $3,435-14.1% | $2,731+8.1% | $4,837-39.0% |
| Participant deferral / active EE | $5,364 | $5,180+3.5% | $4,487+19.5% | $6,341-15.4% |
| Admin fee / account holder | $887 | $10,618-91.6% | $7,964-88.9% | $12,309-92.8% |