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 | $182,238 | $148,534+22.7% | $135,903+34.1% | $139,434+30.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.74% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,528 | $5,243-51.8% | $4,856-47.9% | $4,751-46.8% |
| Participant deferral / active EE | $12,029 | $8,100+48.5% | $7,758+55.1% | $6,710+79.3% |
| Admin fee / account holder | $3,159 | $12,400-74.5% | $10,762-70.6% | $11,403-72.3% |