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 | $240,858 | $176,812+36.2% | $146,665+64.2% | $167,490+43.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.26% | 24.03%-7.8pp | 22.74%-6.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,103 | $5,160-39.9% | $4,136-25.0% | $4,837-35.9% |
| Participant deferral / active EE | $15,630 | $6,440+142.7% | $5,506+183.9% | $6,341+146.5% |
| Admin fee / account holder | $2,299 | $13,259-82.7% | $10,280-77.6% | $12,309-81.3% |