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 | $196,902 | $114,381+72.1% | $107,525+83.1% | $142,382+38.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.09% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,050 | $4,015-24.0% | $3,754-18.7% | $4,299-29.1% |
| Participant deferral / active EE | $30,088 | $5,564+440.7% | $5,116+488.1% | $6,507+362.4% |
| Admin fee / account holder | $6,393 | $9,860-35.2% | $8,919-28.3% | $12,624-49.4% |