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 | $217,744 | $103,949+109.5% | $69,182+214.7% | $273,961-20.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 9.66% | 35.28%-25.6pp | -21.93%+31.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $8,837 | $1,783+395.6% | $1,206+632.6% | $4,869+81.5% |
| Participant deferral / active EE | $6,000 | $2,716+120.9% | $1,897+216.3% | $5,287+13.5% |
| Admin fee / account holder | $3,035 | $3,671-17.3% | $2,697+12.5% | $10,132-70.0% |