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 | $174,538 | $102,382+70.5% | $147,005+18.7% | $80,874+115.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.09% | 134.89%-122.8pp | 418.76%-406.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $3,914 | $3,715+5.4% | $4,934-20.7% | $2,756+42.0% |
| Participant deferral / active EE | $12,188 | $6,646+83.4% | $8,070+51.0% | $4,297+183.6% |
| Admin fee / account holder | $2,961 | $7,942-62.7% | $13,006-77.2% | $6,935-57.3% |