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 | $192,710 | $103,376+86.4% | $87,100+121.3% | $152,861+26.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.33% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,145 | $3,220-33.4% | $2,521-14.9% | $4,762-55.0% |
| Participant deferral / active EE | $5,131 | $4,778+7.4% | $4,049+26.7% | $5,850-12.3% |
| Admin fee / account holder | $793 | $12,205-93.5% | $7,497-89.4% | $11,596-93.2% |