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 | $190,102 | $117,841+61.3% | $102,423+85.6% | $145,922+30.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.82% | 31.65%-14.8pp | 29.32%-12.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $9,262 | $3,615+156.2% | $3,023+206.3% | $4,660+98.8% |
| Participant deferral / active EE | $4,026 | $5,731-29.8% | $5,053-20.3% | $6,688-39.8% |
| Admin fee / account holder | $2,533 | $13,326-81.0% | $9,451-73.2% | $13,397-81.1% |