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 | $244,264 | $176,812+38.1% | $146,665+66.5% | $167,490+45.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.43% | 24.03%-12.6pp | 22.74%-11.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,759 | $5,160-65.9% | $4,136-57.5% | $4,837-63.6% |
| Participant deferral / active EE | $6,139 | $6,440-4.7% | $5,506+11.5% | $6,341-3.2% |
| Admin fee / account holder | $508 | $13,259-96.2% | $10,280-95.1% | $12,309-95.9% |