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 | $204,676 | $113,339+80.6% | $94,993+115.5% | $147,584+38.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.61% | 20.77%-5.2pp | 27.12%-11.5pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,824 | $3,160-10.6% | $2,603+8.5% | $4,876-42.1% |
| Participant deferral / active EE | $10,385 | $3,777+174.9% | $3,317+213.1% | $5,439+90.9% |
| Admin fee / account holder | $2,024 | $6,063-66.6% | $4,960-59.2% | $10,885-81.4% |