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 | $226,869 | $127,065+78.5% | $113,168+100.5% | $142,382+59.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.38% | 24.03%-11.7pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,651 | $3,442-23.0% | $2,975-10.9% | $4,299-38.3% |
| Participant deferral / active EE | $7,674 | $5,716+34.2% | $5,107+50.3% | $6,507+17.9% |
| Admin fee / account holder | $208,435 | $15,736+1224.6% | $12,068+1627.2% | $12,624+1551.1% |