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 | $170,069 | $127,264+33.6% | $109,895+54.8% | $167,490+1.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.09% | 22.97%-8.9pp | 29.45%-15.4pp | 478.56%-464.5pp |
| Employer contribution / active EE | $5,000 | $3,322+50.5% | $2,842+75.9% | $4,837+3.4% |
| Participant deferral / active EE | $5,200 | $4,514+15.2% | $4,048+28.5% | $6,341-18.0% |
| Admin fee / account holder | $1,772 | $7,114-75.1% | $6,066-70.8% | $12,309-85.6% |