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 | $235,998 | $117,983+100.0% | $101,794+131.8% | $142,382+65.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.50% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,778 | $2,773+36.2% | $2,289+65.0% | $4,299-12.1% |
| Participant deferral / active EE | $4,690 | $4,714-0.5% | $4,084+14.8% | $6,507-27.9% |
| Admin fee / account holder | $3,612 | $10,433-65.4% | $8,777-58.8% | $12,624-71.4% |