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 | $193,868 | $162,781+19.1% | $133,956+44.7% | $158,922+22.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.09% | 41.94%-30.9pp | 45.09%-34.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,788 | $4,975-64.1% | $3,919-54.4% | $4,761-62.5% |
| Participant deferral / active EE | $10,154 | $5,911+71.8% | $5,048+101.2% | $5,982+69.7% |
| Admin fee / account holder | $1,328 | $11,736-88.7% | $8,927-85.1% | $11,246-88.2% |