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 | $158,489 | $99,032+60.0% | $80,019+98.1% | $135,375+17.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.65% | 15.39%-21.0pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $7,251 | $3,043+138.2% | $2,468+193.8% | $4,779+51.7% |
| Participant deferral / active EE | $4,387 | $4,282+2.4% | $3,686+19.0% | $5,609-21.8% |
| Admin fee / account holder | $773 | $10,436-92.6% | $6,521-88.1% | $10,827-92.9% |