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 | $174,961 | $111,754+56.6% | $103,333+69.3% | $145,922+19.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.83% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,505 | $4,212-64.3% | $3,868-61.1% | $4,660-67.7% |
| Participant deferral / active EE | $10,600 | $5,619+88.7% | $5,057+109.6% | $6,688+58.5% |
| Admin fee / account holder | $6,193 | $9,750-36.5% | $8,355-25.9% | $13,397-53.8% |