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 | $118,260 | $69,207+70.9% | $64,056+84.6% | $139,434-15.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.92% | 45.88%-34.0pp | 33.69%-21.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $10,618 | $3,182+233.7% | $2,747+286.6% | $4,751+123.5% |
| Participant deferral / active EE | $3,248 | $4,682-30.6% | $3,880-16.3% | $6,710-51.6% |
| Admin fee / account holder | $21,945 | $4,244+417.1% | $3,068+615.2% | $11,403+92.5% |