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 | $200,360 | $162,781+23.1% | $133,956+49.6% | $158,922+26.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.60% | 41.94%-25.3pp | 45.09%-28.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,412 | $4,975-31.4% | $3,919-12.9% | $4,761-28.3% |
| Participant deferral / active EE | $7,970 | $5,911+34.8% | $5,048+57.9% | $5,982+33.2% |
| Admin fee / account holder | $5,025 | $11,736-57.2% | $8,927-43.7% | $11,246-55.3% |