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 | $204,319 | $127,065+60.8% | $113,168+80.5% | $142,382+43.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.72% | 24.03%-9.3pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,561 | $3,442-25.6% | $2,975-13.9% | $4,299-40.4% |
| Participant deferral / active EE | $3,565 | $5,716-37.6% | $5,107-30.2% | $6,507-45.2% |
| Admin fee / account holder | $4,242 | $15,736-73.0% | $12,068-64.8% | $12,624-66.4% |