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 | $178,440 | $103,376+72.6% | $87,100+104.9% | $152,861+16.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.38% | 28.10%-2.7pp | 28.19%-2.8pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,756 | $3,220-14.4% | $2,521+9.3% | $4,762-42.1% |
| Participant deferral / active EE | $5,844 | $4,778+22.3% | $4,049+44.4% | $5,850-0.1% |
| Admin fee / account holder | $2,833 | $12,205-76.8% | $7,497-62.2% | $11,596-75.6% |