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 | $190,113 | $111,754+70.1% | $103,333+84.0% | $145,922+30.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.46% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,669 | $4,212-36.6% | $3,868-31.0% | $4,660-42.7% |
| Participant deferral / active EE | $6,399 | $5,619+13.9% | $5,057+26.5% | $6,688-4.3% |
| Admin fee / account holder | $1,946 | $9,750-80.0% | $8,355-76.7% | $13,397-85.5% |