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 | $184,352 | $96,484+91.1% | $75,886+142.9% | $152,861+20.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 15.66% | 33.98%-18.3pp | 30.76%-15.1pp | 345.32%-329.7pp |
| Employer contribution / active EE | $3,231 | $3,309-2.4% | $2,500+29.2% | $4,762-32.1% |
| Participant deferral / active EE | $4,617 | $4,553+1.4% | $3,603+28.1% | $5,850-21.1% |
| Admin fee / account holder | $3,632 | $8,078-55.0% | $5,418-33.0% | $11,596-68.7% |