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 | $195,423 | $112,729+73.4% | $98,716+98.0% | $137,256+42.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.85% | 38.48%-24.6pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,795 | $2,725-34.1% | $2,279-21.2% | $4,156-56.8% |
| Participant deferral / active EE | $4,588 | $4,640-1.1% | $4,048+13.4% | $6,407-28.4% |
| Admin fee / account holder | $9,780 | $10,129-3.4% | $8,703+12.4% | $12,270-20.3% |