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 | $188,673 | $96,484+95.5% | $75,886+148.6% | $152,861+23.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.91% | 33.98%-16.1pp | 30.76%-12.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $829 | $3,309-74.9% | $2,500-66.8% | $4,762-82.6% |
| Participant deferral / active EE | $4,282 | $4,553-6.0% | $3,603+18.8% | $5,850-26.8% |
| Admin fee / account holder | $1,826 | $8,078-77.4% | $5,418-66.3% | $11,596-84.3% |