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 | $200,241 | $99,652+100.9% | $78,778+154.2% | $147,584+35.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 9.81% | 47.28%-37.5pp | 35.62%-25.8pp | 578.55%-568.7pp |
| Employer contribution / active EE | $2,234 | $2,796-20.1% | $1,986+12.5% | $4,876-54.2% |
| Participant deferral / active EE | $3,638 | $3,664-0.7% | $2,958+23.0% | $5,439-33.1% |
| Admin fee / account holder | $1,000 | $7,155-86.0% | $5,134-80.5% | $10,885-90.8% |