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 | $155,508 | $97,125+60.1% | $86,233+80.3% | $137,256+13.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.94% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,136 | $2,841+10.4% | $2,504+25.2% | $4,156-24.5% |
| Participant deferral / active EE | $14,576 | $5,180+181.4% | $4,559+219.7% | $6,407+127.5% |
| Admin fee / account holder | $6,797 | $9,725-30.1% | $8,342-18.5% | $12,270-44.6% |