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 | $189,070 | $124,425+52.0% | $112,040+68.8% | $137,256+37.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.12% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $7,174 | $3,411+110.3% | $2,954+142.9% | $4,156+72.6% |
| Participant deferral / active EE | $4,831 | $5,718-15.5% | $5,098-5.2% | $6,407-24.6% |
| Admin fee / account holder | $2,043 | $15,207-86.6% | $12,098-83.1% | $12,270-83.3% |