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 | $181,647 | $117,381+54.7% | $99,443+82.7% | $152,861+18.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 18.25% | 31.87%-13.6pp | 30.72%-12.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,998 | $3,013-33.7% | $2,540-21.3% | $4,762-58.0% |
| Participant deferral / active EE | $3,679 | $4,086-10.0% | $3,619+1.7% | $5,850-37.1% |
| Admin fee / account holder | $1,599 | $7,631-79.0% | $6,250-74.4% | $11,596-86.2% |