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 | $142,867 | $93,571+52.7% | $135,903+5.1% | $75,163+90.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.27% | 30.90%-8.6pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,273 | $3,537-35.7% | $4,856-53.2% | $2,670-14.8% |
| Participant deferral / active EE | $9,576 | $6,404+49.5% | $7,758+23.4% | $4,125+132.2% |
| Admin fee / account holder | $5,207 | $6,975-25.4% | $10,762-51.6% | $5,651-7.9% |