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 | $217,325 | $133,922+62.3% | $116,228+87.0% | $142,382+52.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.39% | 147.76%-133.4pp | 90.06%-75.7pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,345 | $3,446-31.9% | $2,994-21.7% | $4,299-45.4% |
| Participant deferral / active EE | $4,660 | $5,672-17.9% | $4,953-5.9% | $6,507-28.4% |
| Admin fee / account holder | $3,172 | $14,945-78.8% | $11,989-73.5% | $12,624-74.9% |