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 | $181,297 | $115,708+56.7% | $65,255+177.8% | $139,434+30.0% |
| Participation rate | 83.3% | 67.8%+15.5pp | 65.0%+18.4pp | 80.3%+3.0pp |
| Annual return | 29.63% | 31.19%-1.6pp | 47.35%-17.7pp | 372.94%-343.3pp |
| Employer contribution / active EE | $563 | $2,599-78.3% | $1,691-66.7% | $4,751-88.1% |
| Participant deferral / active EE | $563 | $4,240-86.7% | $2,831-80.1% | $6,710-91.6% |
| Admin fee / account holder | $4,769 | $6,698-28.8% | $4,112+16.0% | $11,403-58.2% |