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 | $122,992 | $91,190+34.9% | $178,490-31.1% | $79,858+54.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.02% | 24.19%-14.2pp | 151.07%-141.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $5,727 | $3,256+75.9% | $5,011+14.3% | $2,471+131.8% |
| Participant deferral / active EE | $3,006 | $3,236-7.1% | $5,202-42.2% | $3,740-19.6% |
| Admin fee / account holder | $2,652 | $6,751-60.7% | $13,984-81.0% | $5,306-50.0% |