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 | $180,694 | $232,540-22.3% | $185,117-2.4% | $147,584+22.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.66% | 43.03%-26.4pp | 40.50%-23.8pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,062 | $5,195-41.1% | $4,182-26.8% | $4,876-37.2% |
| Participant deferral / active EE | $16,550 | $5,834+183.7% | $5,045+228.0% | $5,439+204.3% |
| Admin fee / account holder | $2,496 | $10,275-75.7% | $8,159-69.4% | $10,885-77.1% |