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 | $175,736 | $112,729+55.9% | $98,716+78.0% | $137,256+28.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.27% | 38.48%-24.2pp | 31.81%-17.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $8,180 | $2,725+200.2% | $2,279+259.0% | $4,156+96.8% |
| Participant deferral / active EE | $3,514 | $4,640-24.3% | $4,048-13.2% | $6,407-45.1% |
| Admin fee / account holder | $1,905 | $10,129-81.2% | $8,703-78.1% | $12,270-84.5% |