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 | $239,469 | $232,540+3.0% | $185,117+29.4% | $147,584+62.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.70% | 43.03%-28.3pp | 40.50%-25.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,600 | $5,195-30.7% | $4,182-13.9% | $4,876-26.2% |
| Participant deferral / active EE | $7,500 | $5,834+28.6% | $5,045+48.7% | $5,439+37.9% |
| Admin fee / account holder | $2,289 | $10,275-77.7% | $8,159-71.9% | $10,885-79.0% |