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 | $217,674 | $162,781+33.7% | $133,956+62.5% | $158,922+37.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.51% | 41.94%-22.4pp | 45.09%-25.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,613 | $4,975-67.6% | $3,919-58.8% | $4,761-66.1% |
| Participant deferral / active EE | $3,571 | $5,911-39.6% | $5,048-29.2% | $5,982-40.3% |
| Admin fee / account holder | $5,760 | $11,736-50.9% | $8,927-35.5% | $11,246-48.8% |