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 | $212,833 | $180,028+18.2% | $138,135+54.1% | $158,922+33.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 11.98% | 21.68%-9.7pp | 20.51%-8.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $4,126 | $7,470-44.8% | $5,587-26.2% | $4,761-13.3% |
| Participant deferral / active EE | $3,850 | $7,717-50.1% | $6,431-40.1% | $5,982-35.6% |
| Admin fee / account holder | $5,342 | $17,912-70.2% | $11,856-54.9% | $11,246-52.5% |