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 | $160,146 | $117,841+35.9% | $102,423+56.4% | $145,922+9.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.34% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $7,604 | $3,615+110.4% | $3,023+151.5% | $4,660+63.2% |
| Participant deferral / active EE | $5,094 | $5,731-11.1% | $5,053+0.8% | $6,688-23.8% |
| Admin fee / account holder | $4,829 | $13,326-63.8% | $9,451-48.9% | $13,397-64.0% |