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 | $216,148 | $103,376+109.1% | $87,100+148.2% | $152,861+41.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.59% | 28.10%-9.5pp | 28.19%-9.6pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,203 | $3,220-62.6% | $2,521-52.3% | $4,762-74.7% |
| Participant deferral / active EE | $3,271 | $4,778-31.5% | $4,049-19.2% | $5,850-44.1% |
| Admin fee / account holder | $3,445 | $12,205-71.8% | $7,497-54.1% | $11,596-70.3% |