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 | $202,451 | $106,515+90.1% | $96,683+109.4% | $139,434+45.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.10% | 38.43%-19.3pp | 35.69%-16.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,151 | $4,103-47.6% | $3,737-42.4% | $4,751-54.7% |
| Participant deferral / active EE | $7,723 | $5,454+41.6% | $4,878+58.3% | $6,710+15.1% |
| Admin fee / account holder | $7,299 | $7,877-7.3% | $6,730+8.5% | $11,403-36.0% |