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 | $204,864 | $110,257+85.8% | $96,544+112.2% | $139,434+46.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.27% | 26.32%-7.0pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,634 | $3,620-27.2% | $2,965-11.2% | $4,751-44.6% |
| Participant deferral / active EE | $11,554 | $5,548+108.3% | $4,851+138.2% | $6,710+72.2% |
| Admin fee / account holder | $461 | $11,591-96.0% | $8,252-94.4% | $11,403-96.0% |