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 | $112,495 | $96,484+16.6% | $75,886+48.2% | $152,861-26.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.25% | 33.98%-15.7pp | 30.76%-12.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $7,180 | $3,309+116.9% | $2,500+187.1% | $4,762+50.8% |
| Participant deferral / active EE | $3,810 | $4,553-16.3% | $3,603+5.7% | $5,850-34.9% |
| Admin fee / account holder | $1,592 | $8,078-80.3% | $5,418-70.6% | $11,596-86.3% |