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 | $177,233 | $115,882+52.9% | $100,516+76.3% | $158,922+11.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.27% | 34.79%-22.5pp | 30.89%-18.6pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,688 | $4,103-58.9% | $3,418-50.6% | $4,761-64.6% |
| Participant deferral / active EE | $6,000 | $6,674-10.1% | $6,270-4.3% | $5,982+0.3% |
| Admin fee / account holder | $5,964 | $10,995-45.8% | $8,081-26.2% | $11,246-47.0% |