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 | $183,174 | $104,664+75.0% | $85,682+113.8% | $167,490+9.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.34% | 21.45%-6.1pp | 21.49%-6.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,527 | $3,337+5.7% | $2,618+34.7% | $4,837-27.1% |
| Participant deferral / active EE | $9,378 | $4,824+94.4% | $3,923+139.1% | $6,341+47.9% |
| Admin fee / account holder | $8,677 | $10,032-13.5% | $6,873+26.3% | $12,309-29.5% |