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 | $183,284 | $162,781+12.6% | $133,956+36.8% | $158,922+15.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.40% | 41.94%-32.5pp | 45.09%-35.7pp | 302.83%-293.4pp |
| Employer contribution / active EE | $4,178 | $4,975-16.0% | $3,919+6.6% | $4,761-12.2% |
| Participant deferral / active EE | $5,804 | $5,911-1.8% | $5,048+15.0% | $5,982-3.0% |
| Admin fee / account holder | $19,348 | $11,736+64.9% | $8,927+116.7% | $11,246+72.0% |