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 | $197,699 | $114,381+72.8% | $107,525+83.9% | $142,382+38.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.84% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,577 | $4,015-60.7% | $3,754-58.0% | $4,299-63.3% |
| Participant deferral / active EE | $3,226 | $5,564-42.0% | $5,116-36.9% | $6,507-50.4% |
| Admin fee / account holder | $7,722 | $9,860-21.7% | $8,919-13.4% | $12,624-38.8% |