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 | $133,085 | $238,490-44.2% | $180,183-26.1% | $142,382-6.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.94% | 33.56%-14.6pp | 27.86%-8.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,976 | $6,143-19.0% | $5,039-1.2% | $4,299+15.8% |
| Participant deferral / active EE | $6,666 | $7,996-16.6% | $6,822-2.3% | $6,507+2.4% |
| Admin fee / account holder | $1,101 | $28,866-96.2% | $19,975-94.5% | $12,624-91.3% |