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 | $248,424 | $176,812+40.5% | $146,665+69.4% | $167,490+48.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.53% | 24.03%-13.5pp | 22.74%-12.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $4,181 | $5,160-19.0% | $4,136+1.1% | $4,837-13.6% |
| Participant deferral / active EE | $9,006 | $6,440+39.8% | $5,506+63.6% | $6,341+42.0% |
| Admin fee / account holder | $2,102 | $13,259-84.1% | $10,280-79.6% | $12,309-82.9% |