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 | $199,639 | $114,381+74.5% | $107,525+85.7% | $142,382+40.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.64% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,031 | $4,015-24.5% | $3,754-19.3% | $4,299-29.5% |
| Participant deferral / active EE | $2,603 | $5,564-53.2% | $5,116-49.1% | $6,507-60.0% |
| Admin fee / account holder | $3,065 | $9,860-68.9% | $8,919-65.6% | $12,624-75.7% |