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 | $117,612 | $84,696+38.9% | $75,696+55.4% | $167,490-29.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.60% | 199.36%-180.8pp | 104.53%-85.9pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,295 | $3,230-59.9% | $2,743-52.8% | $4,837-73.2% |
| Participant deferral / active EE | $5,178 | $4,580+13.1% | $3,821+35.5% | $6,341-18.3% |
| Admin fee / account holder | $835 | $5,355-84.4% | $3,619-76.9% | $12,309-93.2% |