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 | $165,402 | $127,065+30.2% | $113,168+46.2% | $142,382+16.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.43% | 24.03%-3.6pp | 24.27%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $12,214 | $3,442+254.8% | $2,975+310.5% | $4,299+184.1% |
| Participant deferral / active EE | $4,867 | $5,716-14.9% | $5,107-4.7% | $6,507-25.2% |
| Admin fee / account holder | $2,176 | $15,736-86.2% | $12,068-82.0% | $12,624-82.8% |