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 | $188,529 | $113,935+65.5% | $94,224+100.1% | $125,391+50.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.03% | 5.29%-4.3pp | 10.68%-9.7pp | 282.22%-281.2pp |
| Employer contribution / active EE | $8,243 | $4,727+74.4% | $3,587+129.8% | $4,866+69.4% |
| Participant deferral / active EE | $10,999 | $5,179+112.4% | $4,320+154.6% | $5,352+105.5% |
| Admin fee / account holder | $4,662 | $8,391-44.4% | $6,269-25.6% | $9,540-51.1% |