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 | $177,874 | $97,744+82.0% | $103,476+71.9% | $145,922+21.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.01% | 25.41%-13.4pp | 23.90%-11.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $9,244 | $4,677+97.7% | $4,672+97.9% | $4,660+98.4% |
| Participant deferral / active EE | $9,171 | $6,603+38.9% | $6,623+38.5% | $6,688+37.1% |
| Admin fee / account holder | $6,878 | $12,515-45.0% | $9,413-26.9% | $13,397-48.7% |