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 | $171,232 | $125,758+36.2% | $169,993+0.7% | $75,163+127.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.18% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,664 | $4,615-63.9% | $6,785-75.5% | $2,670-37.7% |
| Participant deferral / active EE | $8,251 | $6,837+20.7% | $10,408-20.7% | $4,125+100.0% |
| Admin fee / account holder | $26,915 | $8,173+229.3% | $12,815+110.0% | $5,651+376.3% |