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 | $216,451 | $176,812+22.4% | $146,665+47.6% | $167,490+29.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.19% | 24.03%-11.8pp | 22.74%-10.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,437 | $5,160-33.4% | $4,136-16.9% | $4,837-29.0% |
| Participant deferral / active EE | $8,061 | $6,440+25.2% | $5,506+46.4% | $6,341+27.1% |
| Admin fee / account holder | $1,490 | $13,259-88.8% | $10,280-85.5% | $12,309-87.9% |