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 | $170,427 | $111,754+52.5% | $103,333+64.9% | $145,922+16.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $10,012 | $4,212+137.7% | $3,868+158.8% | $4,660+114.9% |
| Participant deferral / active EE | $3,859 | $5,619-31.3% | $5,057-23.7% | $6,688-42.3% |
| Admin fee / account holder | $7,321 | $9,750-24.9% | $8,355-12.4% | $13,397-45.4% |