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 | $228,825 | $176,812+29.4% | $146,665+56.0% | $167,490+36.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.29% | 24.03%-12.7pp | 22.74%-11.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,340 | $5,160-74.0% | $4,136-67.6% | $4,837-72.3% |
| Participant deferral / active EE | $9,298 | $6,440+44.4% | $5,506+68.9% | $6,341+46.6% |
| Admin fee / account holder | $6,475 | $13,259-51.2% | $10,280-37.0% | $12,309-47.4% |