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 | $181,228 | $133,922+35.3% | $116,228+55.9% | $142,382+27.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.45% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,631 | $3,446-52.7% | $2,994-45.5% | $4,299-62.1% |
| Participant deferral / active EE | $2,674 | $5,672-52.9% | $4,953-46.0% | $6,507-58.9% |
| Admin fee / account holder | $10,263 | $14,945-31.3% | $11,989-14.4% | $12,624-18.7% |