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 | $170,704 | $115,882+47.3% | $100,516+69.8% | $158,922+7.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.73% | 34.79%-17.1pp | 30.89%-13.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,393 | $4,103-41.7% | $3,418-30.0% | $4,761-49.7% |
| Participant deferral / active EE | $4,343 | $6,674-34.9% | $6,270-30.7% | $5,982-27.4% |
| Admin fee / account holder | $597 | $10,995-94.6% | $8,081-92.6% | $11,246-94.7% |