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 | $196,615 | $142,405+38.1% | $115,157+70.7% | $152,861+28.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13.75% | 41.48%-27.7pp | 35.60%-21.9pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,959 | $4,010-51.2% | $3,179-38.4% | $4,762-58.9% |
| Participant deferral / active EE | $8,650 | $5,164+67.5% | $4,168+107.5% | $5,850+47.9% |
| Admin fee / account holder | $1,668 | $8,462-80.3% | $7,088-76.5% | $11,596-85.6% |