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 | $174,833 | $171,164+2.1% | $127,761+36.8% | $152,861+14.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 16.94% | 23.54%-6.6pp | 26.14%-9.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,949 | $5,447-64.2% | $4,574-57.4% | $4,762-59.1% |
| Participant deferral / active EE | $5,552 | $7,038-21.1% | $6,021-7.8% | $5,850-5.1% |
| Admin fee / account holder | $21,910 | $14,530+50.8% | $9,395+133.2% | $11,596+88.9% |