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 | $174,108 | $101,069+72.3% | $81,478+113.7% | $147,584+18.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.75% | 32.40%-18.7pp | 38.78%-25.0pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,973 | $3,205-7.2% | $2,568+15.8% | $4,876-39.0% |
| Participant deferral / active EE | $13,892 | $4,242+227.5% | $3,537+292.8% | $5,439+155.4% |
| Admin fee / account holder | $521 | $5,812-91.0% | $4,561-88.6% | $10,885-95.2% |