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 | $197,968 | $97,744+102.5% | $103,476+91.3% | $145,922+35.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.43% | 25.41%-13.0pp | 23.90%-11.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,716 | $4,677-63.3% | $4,672-63.3% | $4,660-63.2% |
| Participant deferral / active EE | $14,360 | $6,603+117.5% | $6,623+116.8% | $6,688+114.7% |
| Admin fee / account holder | $5,066 | $12,515-59.5% | $9,413-46.2% | $13,397-62.2% |