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 | $182,038 | $140,940+29.2% | $112,229+62.2% | $139,434+30.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.45% | 32.71%-15.3pp | 30.20%-12.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,586 | $4,283+7.1% | $3,430+33.7% | $4,751-3.5% |
| Participant deferral / active EE | $9,248 | $5,874+57.4% | $4,798+92.8% | $6,710+37.8% |
| Admin fee / account holder | $5,011 | $9,954-49.7% | $7,748-35.3% | $11,403-56.1% |