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 | $143,572 | $83,337+72.3% | $67,834+111.7% | $273,961-47.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.19% | 259.45%-252.3pp | 138.47%-131.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,034 | $3,287+22.7% | $2,403+67.8% | $4,869-17.1% |
| Participant deferral / active EE | $13,333 | $4,088+226.2% | $3,160+322.0% | $5,287+152.2% |
| Admin fee / account holder | $18,983 | $6,752+181.2% | $4,622+310.7% | $10,132+87.4% |