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 | $199,963 | $176,812+13.1% | $146,665+36.3% | $167,490+19.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.06% | 24.03%-8.0pp | 22.74%-6.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $8,399 | $5,160+62.8% | $4,136+103.1% | $4,837+73.6% |
| Participant deferral / active EE | $5,062 | $6,440-21.4% | $5,506-8.1% | $6,341-20.2% |
| Admin fee / account holder | $9,771 | $13,259-26.3% | $10,280-4.9% | $12,309-20.6% |