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 | $232,606 | $124,425+86.9% | $112,040+107.6% | $137,256+69.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.12% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,230 | $3,411-34.6% | $2,954-24.5% | $4,156-46.3% |
| Participant deferral / active EE | $6,880 | $5,718+20.3% | $5,098+35.0% | $6,407+7.4% |
| Admin fee / account holder | $2,283 | $15,207-85.0% | $12,098-81.1% | $12,270-81.4% |