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 | $124,073 | $95,266+30.2% | $82,389+50.6% | $142,382-12.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.16% | 25.74%-12.6pp | 28.67%-15.5pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,739 | $2,991+158.7% | $2,517+207.5% | $4,299+80.0% |
| Participant deferral / active EE | $15,637 | $4,809+225.2% | $4,155+276.4% | $6,507+140.3% |
| Admin fee / account holder | $169,639 | $8,563+1881.0% | $7,231+2246.1% | $12,624+1243.8% |