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 | $224,738 | $176,812+27.1% | $146,665+53.2% | $167,490+34.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.55% | 24.03%-5.5pp | 22.74%-4.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $10,717 | $5,160+107.7% | $4,136+159.1% | $4,837+121.5% |
| Participant deferral / active EE | $7,400 | $6,440+14.9% | $5,506+34.4% | $6,341+16.7% |
| Admin fee / account holder | $4,109 | $13,259-69.0% | $10,280-60.0% | $12,309-66.6% |