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 | $182,698 | $127,264+43.6% | $109,895+66.2% | $167,490+9.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.53% | 22.97%-11.4pp | 29.45%-17.9pp | 478.56%-467.0pp |
| Employer contribution / active EE | $6,756 | $3,322+103.3% | $2,842+137.7% | $4,837+39.7% |
| Participant deferral / active EE | $7,262 | $4,514+60.9% | $4,048+79.4% | $6,341+14.5% |
| Admin fee / account holder | $1,476 | $7,114-79.3% | $6,066-75.7% | $12,309-88.0% |