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 | $174,578 | $101,069+72.7% | $81,478+114.3% | $147,584+18.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.50% | 32.40%-18.9pp | 38.78%-25.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $15,857 | $3,205+394.8% | $2,568+517.6% | $4,876+225.2% |
| Participant deferral / active EE | $9,333 | $4,242+120.0% | $3,537+163.9% | $5,439+71.6% |
| Admin fee / account holder | $1,824 | $5,812-68.6% | $4,561-60.0% | $10,885-83.2% |