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 | $146,883 | $96,484+52.2% | $75,886+93.6% | $152,861-3.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.50% | 33.98%-15.5pp | 30.76%-12.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,957 | $3,309-10.7% | $2,500+18.2% | $4,762-37.9% |
| Participant deferral / active EE | $8,053 | $4,553+76.9% | $3,603+123.5% | $5,850+37.7% |
| Admin fee / account holder | $9,328 | $8,078+15.5% | $5,418+72.2% | $11,596-19.6% |