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 | $203,051 | $142,405+42.6% | $115,157+76.3% | $152,861+32.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.27% | 41.48%-24.2pp | 35.60%-18.3pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,908 | $4,010-52.4% | $3,179-40.0% | $4,762-59.9% |
| Participant deferral / active EE | $7,341 | $5,164+42.2% | $4,168+76.1% | $5,850+25.5% |
| Admin fee / account holder | $840 | $8,462-90.1% | $7,088-88.2% | $11,596-92.8% |