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 | $164,779 | $127,386+29.4% | $115,037+43.2% | $125,391+31.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.67% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $3,357 | $5,166-35.0% | $4,608-27.1% | $4,866-31.0% |
| Participant deferral / active EE | $11,146 | $6,423+73.5% | $6,026+84.9% | $5,352+108.3% |
| Admin fee / account holder | $1,052 | $9,516-88.9% | $8,175-87.1% | $9,540-89.0% |