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 | $169,825 | $94,752+79.2% | $112,887+50.4% | $139,434+21.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.83% | 40.88%-22.1pp | 34.10%-15.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $12,161 | $4,625+162.9% | $4,563+166.5% | $4,751+156.0% |
| Participant deferral / active EE | $8,047 | $6,512+23.6% | $6,513+23.6% | $6,710+19.9% |
| Admin fee / account holder | $812 | $8,527-90.5% | $7,047-88.5% | $11,403-92.9% |