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 | $160,057 | $111,535+43.5% | $105,223+52.1% | $137,256+16.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.58% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,400 | $3,939+11.7% | $3,689+19.3% | $4,156+5.9% |
| Participant deferral / active EE | $10,237 | $5,500+86.1% | $5,072+101.9% | $6,407+59.8% |
| Admin fee / account holder | $1,378 | $9,721-85.8% | $8,859-84.4% | $12,270-88.8% |