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 | $134,662 | $80,717+66.8% | $154,803-13.0% | $84,808+58.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.54% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $9,602 | $2,761+247.7% | $4,305+123.0% | $2,631+265.0% |
| Participant deferral / active EE | $6,668 | $3,303+101.9% | $5,540+20.3% | $4,212+58.3% |
| Admin fee / account holder | $73,054 | $6,746+983.0% | $14,329+409.8% | $7,344+894.8% |