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 | $185,750 | $154,117+20.5% | $129,995+42.9% | $139,434+33.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.15% | 32.48%-13.3pp | -137.18%+156.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $4,525 | $5,289-14.4% | $4,320+4.7% | $4,751-4.8% |
| Participant deferral / active EE | $3,283 | $6,710-51.1% | $5,820-43.6% | $6,710-51.1% |
| Admin fee / account holder | $4,499 | $14,007-67.9% | $10,614-57.6% | $11,403-60.5% |