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 | $190,980 | $176,377+8.3% | $134,143+42.4% | $158,922+20.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.55% | 63.63%-49.1pp | 36.33%-21.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,248 | $5,040-55.4% | $3,704-39.3% | $4,761-52.8% |
| Participant deferral / active EE | $4,260 | $4,091+4.1% | $3,499+21.7% | $5,982-28.8% |
| Admin fee / account holder | $7,664 | $8,718-12.1% | $6,684+14.7% | $11,246-31.8% |