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 | $198,132 | $161,352+22.8% | $134,172+47.7% | $137,256+44.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.70% | 28.72%-11.0pp | 25.30%-7.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,597 | $4,099+61.0% | $3,420+92.9% | $4,156+58.7% |
| Participant deferral / active EE | $10,604 | $5,552+91.0% | $4,690+126.1% | $6,407+65.5% |
| Admin fee / account holder | $1,183 | $15,028-92.1% | $12,016-90.2% | $12,270-90.4% |