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 | $199,130 | $97,125+105.0% | $86,233+130.9% | $137,256+45.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.58% | 74.19%-54.6pp | 61.39%-41.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,888 | $2,841-33.6% | $2,504-24.6% | $4,156-54.6% |
| Participant deferral / active EE | $3,940 | $5,180-23.9% | $4,559-13.6% | $6,407-38.5% |
| Admin fee / account holder | $2,962 | $9,725-69.5% | $8,342-64.5% | $12,270-75.9% |