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 | $180,189 | $176,377+2.2% | $134,143+34.3% | $158,922+13.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.08% | 63.63%-59.5pp | 36.33%-32.2pp | 302.83%-298.7pp |
| Employer contribution / active EE | $820 | $5,040-83.7% | $3,704-77.9% | $4,761-82.8% |
| Participant deferral / active EE | $13,000 | $4,091+217.7% | $3,499+271.6% | $5,982+117.3% |
| Admin fee / account holder | $1,218 | $8,718-86.0% | $6,684-81.8% | $11,246-89.2% |