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 | $184,656 | $110,257+67.5% | $96,544+91.3% | $139,434+32.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.87% | 26.32%-6.4pp | 25.84%-6.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $6,068 | $3,620+67.6% | $2,965+104.7% | $4,751+27.7% |
| Participant deferral / active EE | $8,922 | $5,548+60.8% | $4,851+83.9% | $6,710+33.0% |
| Admin fee / account holder | $8,193 | $11,591-29.3% | $8,252-0.7% | $11,403-28.2% |