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 | $177,286 | $124,281+42.6% | $109,143+62.4% | $167,490+5.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.39% | 26.04%-15.6pp | 25.75%-15.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $8,608 | $4,207+104.6% | $3,722+131.3% | $4,837+77.9% |
| Participant deferral / active EE | $9,893 | $5,255+88.3% | $4,653+112.6% | $6,341+56.0% |
| Admin fee / account holder | $2,175 | $7,970-72.7% | $6,752-67.8% | $12,309-82.3% |