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 | $130,176 | $94,338+38.0% | $100,534+29.5% | $142,382-8.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 12.89% | 29.20%-16.3pp | 32.66%-19.8pp | 217.08%-204.2pp |
| Employer contribution / active EE | $7,922 | $4,237+87.0% | $4,346+82.3% | $4,299+84.3% |
| Participant deferral / active EE | $6,828 | $5,934+15.1% | $6,144+11.1% | $6,507+4.9% |
| Admin fee / account holder | $33,589 | $8,421+298.9% | $7,654+338.8% | $12,624+166.1% |