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 | $161,777 | $63,703+154.0% | $93,063+73.8% | $82,448+96.2% |
| Participation rate | 86.3% | 63.8%+22.4pp | 72.1%+14.2pp | 68.1%+18.2pp |
| Annual return | 17.82% | -775.43%+793.3pp | 34.15%-16.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $5,906 | $1,729+241.7% | $2,476+138.5% | $2,551+131.5% |
| Participant deferral / active EE | $2,893 | $2,919-0.9% | $3,958-26.9% | $4,139-30.1% |
| Admin fee / account holder | $1,909 | $5,982-68.1% | $6,033-68.4% | $7,234-73.6% |