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 | $173,664 | $101,069+71.8% | $81,478+113.1% | $147,584+17.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.52% | 32.40%-12.9pp | 38.78%-19.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,107 | $3,205-34.3% | $2,568-17.9% | $4,876-56.8% |
| Participant deferral / active EE | $4,183 | $4,242-1.4% | $3,537+18.3% | $5,439-23.1% |
| Admin fee / account holder | $3,306 | $5,812-43.1% | $4,561-27.5% | $10,885-69.6% |