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 | $169,196 | $111,535+51.7% | $105,223+60.8% | $137,256+23.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.24% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,674 | $3,939-6.7% | $3,689-0.4% | $4,156-11.6% |
| Participant deferral / active EE | $6,601 | $5,500+20.0% | $5,072+30.2% | $6,407+3.0% |
| Admin fee / account holder | $1,140 | $9,721-88.3% | $8,859-87.1% | $12,270-90.7% |