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 | $178,222 | $93,346+90.9% | $71,796+148.2% | $273,961-34.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.75% | 130.39%-124.6pp | 78.04%-72.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $16,483 | $2,733+503.0% | $1,924+756.5% | $4,869+238.5% |
| Participant deferral / active EE | $3,807 | $3,475+9.6% | $2,794+36.2% | $5,287-28.0% |
| Admin fee / account holder | $1,608 | $6,571-75.5% | $4,815-66.6% | $10,132-84.1% |