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 5-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 | $163,340 | $117,841+38.6% | $102,423+59.5% | $145,922+11.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.25% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,793 | $3,615-50.4% | $3,023-40.7% | $4,660-61.5% |
| Participant deferral / active EE | $5,944 | $5,731+3.7% | $5,053+17.6% | $6,688-11.1% |
| Admin fee / account holder | $17,089 | $13,326+28.2% | $9,451+80.8% | $13,397+27.6% |