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 | $195,686 | $127,065+54.0% | $113,168+72.9% | $142,382+37.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.52% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,493 | $3,442-27.6% | $2,975-16.2% | $4,299-42.0% |
| Participant deferral / active EE | $8,020 | $5,716+40.3% | $5,107+57.0% | $6,507+23.2% |
| Admin fee / account holder | $13,080 | $15,736-16.9% | $12,068+8.4% | $12,624+3.6% |