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 | $173,769 | $106,749+62.8% | $145,433+19.5% | $82,448+110.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.11% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $4,720 | $3,444+37.0% | $4,554+3.6% | $2,551+85.0% |
| Participant deferral / active EE | $4,045 | $6,519-37.9% | $7,897-48.8% | $4,139-2.3% |
| Admin fee / account holder | $2,309 | $8,390-72.5% | $13,129-82.4% | $7,234-68.1% |