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 | $187,991 | $118,450+58.7% | $98,439+91.0% | $139,434+34.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 18.94%-3.8pp | 21.16%-6.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,013 | $3,609-44.2% | $3,048-33.9% | $4,751-57.6% |
| Participant deferral / active EE | $3,337 | $5,392-38.1% | $4,738-29.6% | $6,710-50.3% |
| Admin fee / account holder | $3,723 | $14,026-73.5% | $8,948-58.4% | $11,403-67.3% |