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 | $117,994 | $83,337+41.6% | $67,834+73.9% | $273,961-56.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.53% | 259.45%-250.9pp | 138.47%-129.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,382 | $3,287-27.5% | $2,403-0.9% | $4,869-51.1% |
| Participant deferral / active EE | $8,350 | $4,088+104.3% | $3,160+164.3% | $5,287+57.9% |
| Admin fee / account holder | $3,245 | $6,752-51.9% | $4,622-29.8% | $10,132-68.0% |