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 | $195,847 | $116,175+68.6% | $93,606+109.2% | $152,861+28.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.52% | 35.96%-16.4pp | 32.76%-13.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $12,831 | $3,218+298.7% | $2,718+372.1% | $4,762+169.4% |
| Participant deferral / active EE | $3,462 | $4,603-24.8% | $4,069-14.9% | $5,850-40.8% |
| Admin fee / account holder | $3,978 | $10,748-63.0% | $7,888-49.6% | $11,596-65.7% |