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 | $230,847 | $149,679+54.2% | $117,039+97.2% | $147,584+56.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.03% | 19.31%-9.3pp | 18.95%-8.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $2,906 | $4,937-41.1% | $3,785-23.2% | $4,876-40.4% |
| Participant deferral / active EE | $8,350 | $4,912+70.0% | $3,929+112.5% | $5,439+53.5% |
| Admin fee / account holder | $1,991 | $7,856-74.7% | $5,974-66.7% | $10,885-81.7% |