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 | $186,267 | $105,931+75.8% | $81,930+127.3% | $158,922+17.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 16.19% | 38.17%-22.0pp | 29.49%-13.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,772 | $7,800-64.5% | $4,310-35.7% | $4,761-41.8% |
| Participant deferral / active EE | $7,739 | $13,003-40.5% | $7,107+8.9% | $5,982+29.4% |
| Admin fee / account holder | $1,521 | $8,489-82.1% | $5,158-70.5% | $11,246-86.5% |