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 | $183,924 | $103,376+77.9% | $87,100+111.2% | $152,861+20.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.10% | 28.10%-10.0pp | 28.19%-10.1pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,826 | $3,220-43.3% | $2,521-27.6% | $4,762-61.7% |
| Participant deferral / active EE | $6,057 | $4,778+26.8% | $4,049+49.6% | $5,850+3.5% |
| Admin fee / account holder | $57,545 | $12,205+371.5% | $7,497+667.6% | $11,596+396.2% |