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 | $117,983+49.0% | $101,794+72.6% | $142,382+23.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.27% | 36.92%-22.6pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $8,180 | $2,773+195.0% | $2,289+257.4% | $4,299+90.3% |
| Participant deferral / active EE | $3,514 | $4,714-25.4% | $4,084-13.9% | $6,507-46.0% |
| Admin fee / account holder | $1,905 | $10,433-81.7% | $8,777-78.3% | $12,624-84.9% |