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 | $198,550 | $103,376+92.1% | $87,100+128.0% | $152,861+29.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.64% | 28.10%-13.5pp | 28.19%-13.5pp | 345.32%-330.7pp |
| Employer contribution / active EE | $5,982 | $3,220+85.8% | $2,521+137.3% | $4,762+25.6% |
| Participant deferral / active EE | $4,287 | $4,778-10.3% | $4,049+5.9% | $5,850-26.7% |
| Admin fee / account holder | $3,503 | $12,205-71.3% | $7,497-53.3% | $11,596-69.8% |