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 | $136,586 | $73,933+84.7% | $96,683+41.3% | $75,163+81.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.44% | 26.70%-8.3pp | 35.69%-17.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,593 | $2,928-11.4% | $3,737-30.6% | $2,670-2.9% |
| Participant deferral / active EE | $3,923 | $3,659+7.2% | $4,878-19.6% | $4,125-4.9% |
| Admin fee / account holder | $19,077 | $5,216+265.7% | $6,730+183.5% | $5,651+237.6% |