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 | $87,166+42.3% | $76,735+61.7% | $137,256-9.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.16% | 26.50%-13.3pp | 29.77%-16.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $7,739 | $2,904+166.5% | $2,454+215.3% | $4,156+86.2% |
| Participant deferral / active EE | $15,637 | $4,726+230.9% | $4,088+282.5% | $6,407+144.1% |
| Admin fee / account holder | $169,639 | $8,403+1918.8% | $7,189+2259.6% | $12,270+1282.5% |