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 | $182,254 | $127,386+43.1% | $115,037+58.4% | $125,391+45.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.97% | 31.28%-30.3pp | 26.14%-25.2pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,676 | $5,166-48.2% | $4,608-41.9% | $4,866-45.0% |
| Participant deferral / active EE | $14,210 | $6,423+121.2% | $6,026+135.8% | $5,352+165.5% |
| Admin fee / account holder | $15,347 | $9,516+61.3% | $8,175+87.7% | $9,540+60.9% |