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 | $191,409 | $104,974+82.3% | $95,585+100.2% | $142,382+34.4% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.1%+17.4pp | 80.1%+9.4pp |
| Annual return | 13.90% | 210.33%-196.4pp | 38.56%-24.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,096 | $2,779+11.4% | $2,527+22.5% | $4,299-28.0% |
| Participant deferral / active EE | $8,446 | $4,352+94.1% | $4,023+110.0% | $6,507+29.8% |
| Admin fee / account holder | $1,146 | $6,386-82.1% | $6,127-81.3% | $12,624-90.9% |