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 | $187,473 | $127,065+47.5% | $113,168+65.7% | $142,382+31.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.34% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,836 | $3,442-46.7% | $2,975-38.3% | $4,299-57.3% |
| Participant deferral / active EE | $7,675 | $5,716+34.3% | $5,107+50.3% | $6,507+17.9% |
| Admin fee / account holder | $989 | $15,736-93.7% | $12,068-91.8% | $12,624-92.2% |