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 | $176,810 | $111,754+58.2% | $103,333+71.1% | $145,922+21.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.45% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,523 | $4,212-40.1% | $3,868-34.8% | $4,660-45.8% |
| Participant deferral / active EE | $5,921 | $5,619+5.4% | $5,057+17.1% | $6,688-11.5% |
| Admin fee / account holder | $6,854 | $9,750-29.7% | $8,355-18.0% | $13,397-48.8% |