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 | $205,510 | $176,812+16.2% | $146,665+40.1% | $167,490+22.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.11% | 24.03%-14.9pp | 22.74%-13.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $3,590 | $5,160-30.4% | $4,136-13.2% | $4,837-25.8% |
| Participant deferral / active EE | $20,525 | $6,440+218.7% | $5,506+272.8% | $6,341+223.7% |
| Admin fee / account holder | $6,647 | $13,259-49.9% | $10,280-35.3% | $12,309-46.0% |