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 | $142,818 | $105,931+34.8% | $81,930+74.3% | $158,922-10.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.19% | 38.17%-30.0pp | 29.49%-21.3pp | 302.83%-294.6pp |
| Employer contribution / active EE | $4,712 | $7,800-39.6% | $4,310+9.3% | $4,761-1.0% |
| Participant deferral / active EE | $3,581 | $13,003-72.5% | $7,107-49.6% | $5,982-40.1% |
| Admin fee / account holder | $28,427 | $8,489+234.9% | $5,158+451.1% | $11,246+152.8% |