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 | $188,901 | $111,754+69.0% | $103,333+82.8% | $145,922+29.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.05% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $17,589 | $4,212+317.5% | $3,868+354.8% | $4,660+277.5% |
| Participant deferral / active EE | $3,867 | $5,619-31.2% | $5,057-23.5% | $6,688-42.2% |
| Admin fee / account holder | $6,055 | $9,750-37.9% | $8,355-27.5% | $13,397-54.8% |