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 | $217,886 | $83,337+161.5% | $67,834+221.2% | $273,961-20.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.99% | 259.45%-250.5pp | 138.47%-129.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $8,395 | $3,287+155.4% | $2,403+249.3% | $4,869+72.4% |
| Participant deferral / active EE | $8,284 | $4,088+102.6% | $3,160+162.2% | $5,287+56.7% |
| Admin fee / account holder | $625 | $6,752-90.7% | $4,622-86.5% | $10,132-93.8% |