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 | $225,366 | $162,781+38.4% | $133,956+68.2% | $158,922+41.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.97% | 41.94%-31.0pp | 45.09%-34.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,395 | $4,975-51.9% | $3,919-38.9% | $4,761-49.7% |
| Participant deferral / active EE | $4,217 | $5,911-28.7% | $5,048-16.5% | $5,982-29.5% |
| Admin fee / account holder | $6,973 | $11,736-40.6% | $8,927-21.9% | $11,246-38.0% |