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 | $180,146 | $72,492+148.5% | $87,100+106.8% | $72,985+146.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.08% | 24.46%-7.4pp | 28.19%-11.1pp | 81.00%-63.9pp |
| Employer contribution / active EE | $709 | $1,894-62.6% | $2,521-71.9% | $2,440-70.9% |
| Participant deferral / active EE | $3,609 | $3,270+10.4% | $4,049-10.8% | $3,607+0.1% |
| Admin fee / account holder | $14,584 | $5,055+188.5% | $7,497+94.5% | $5,124+184.6% |