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 | $130,144 | $103,376+25.9% | $87,100+49.4% | $152,861-14.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 13.55% | 28.10%-14.5pp | 28.19%-14.6pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,397 | $3,220-25.6% | $2,521-4.9% | $4,762-49.7% |
| Participant deferral / active EE | $6,581 | $4,778+37.7% | $4,049+62.6% | $5,850+12.5% |
| Admin fee / account holder | $2,432 | $12,205-80.1% | $7,497-67.6% | $11,596-79.0% |