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 | $188,075 | $148,534+26.6% | $135,903+38.4% | $139,434+34.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.58% | 79.19%-60.6pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,318 | $5,243-55.8% | $4,856-52.3% | $4,751-51.2% |
| Participant deferral / active EE | $5,675 | $8,100-29.9% | $7,758-26.8% | $6,710-15.4% |
| Admin fee / account holder | $63,799 | $12,400+414.5% | $10,762+492.8% | $11,403+459.5% |