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 | $224,648 | $165,984+35.3% | $164,813+36.3% | $145,922+54.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.65% | 100.03%-82.4pp | 69.93%-52.3pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,919 | $5,273-63.6% | $4,341-55.8% | $4,660-58.8% |
| Participant deferral / active EE | $4,093 | $6,959-41.2% | $6,031-32.1% | $6,688-38.8% |
| Admin fee / account holder | $1,992 | $16,648-88.0% | $12,690-84.3% | $13,397-85.1% |