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 | $158,332 | $140,940+12.3% | $112,229+41.1% | $139,434+13.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.91% | 32.71%-21.8pp | 30.20%-19.3pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,719 | $4,283-36.5% | $3,430-20.7% | $4,751-42.8% |
| Participant deferral / active EE | $5,812 | $5,874-1.1% | $4,798+21.1% | $6,710-13.4% |
| Admin fee / account holder | $1,022 | $9,954-89.7% | $7,748-86.8% | $11,403-91.0% |