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 | $164,092 | $77,419+112.0% | $69,455+136.3% | $152,861+7.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 18.42% | 39.06%-20.6pp | 28.97%-10.6pp | 345.32%-326.9pp |
| Employer contribution / active EE | $4,538 | $3,315+36.9% | $2,779+63.3% | $4,762-4.7% |
| Participant deferral / active EE | $10,370 | $4,414+134.9% | $3,535+193.3% | $5,850+77.3% |
| Admin fee / account holder | $457 | $6,207-92.6% | $3,839-88.1% | $11,596-96.1% |