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 | $223,030 | $176,812+26.1% | $146,665+52.1% | $167,490+33.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.62% | 24.03%-14.4pp | 22.74%-13.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,999 | $5,160-61.3% | $4,136-51.7% | $4,837-58.7% |
| Participant deferral / active EE | $4,248 | $6,440-34.0% | $5,506-22.9% | $6,341-33.0% |
| Admin fee / account holder | $816 | $13,259-93.8% | $10,280-92.1% | $12,309-93.4% |