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 | $201,308 | $152,587+31.9% | $125,175+60.8% | $152,861+31.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.48% | 54.84%-34.4pp | 43.79%-23.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,243 | $4,946-74.9% | $3,865-67.8% | $4,762-73.9% |
| Participant deferral / active EE | $5,009 | $5,868-14.6% | $4,937+1.5% | $5,850-14.4% |
| Admin fee / account holder | $356 | $13,434-97.4% | $9,702-96.3% | $11,596-96.9% |