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 | $189,533 | $114,237+65.9% | $119,258+58.9% | $167,490+13.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.37% | 29.87%-13.5pp | 30.69%-14.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $6,294 | $4,481+40.5% | $4,384+43.6% | $4,837+30.1% |
| Participant deferral / active EE | $4,721 | $6,084-22.4% | $6,111-22.7% | $6,341-25.5% |
| Admin fee / account holder | $4,480 | $8,932-49.8% | $7,226-38.0% | $12,309-63.6% |