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 | $181,464 | $127,065+42.8% | $113,168+60.3% | $142,382+27.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.06% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,744 | $3,442-20.3% | $2,975-7.8% | $4,299-36.2% |
| Participant deferral / active EE | $6,186 | $5,716+8.2% | $5,107+21.1% | $6,507-4.9% |
| Admin fee / account holder | $12,123 | $15,736-23.0% | $12,068+0.5% | $12,624-4.0% |