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 | $204,652 | $176,377+16.0% | $134,143+52.6% | $158,922+28.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.94% | 63.63%-48.7pp | 36.33%-21.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $812 | $5,040-83.9% | $3,704-78.1% | $4,761-82.9% |
| Participant deferral / active EE | $5,003 | $4,091+22.3% | $3,499+43.0% | $5,982-16.4% |
| Admin fee / account holder | $1,228 | $8,718-85.9% | $6,684-81.6% | $11,246-89.1% |