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 | $176,376 | $101,069+74.5% | $81,478+116.5% | $147,584+19.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.06% | 32.40%-17.3pp | 38.78%-23.7pp | 578.55%-563.5pp |
| Employer contribution / active EE | $15,336 | $3,205+378.5% | $2,568+497.3% | $4,876+214.5% |
| Participant deferral / active EE | $2,225 | $4,242-47.5% | $3,537-37.1% | $5,439-59.1% |
| Admin fee / account holder | $44,585 | $5,812+667.1% | $4,561+877.5% | $10,885+309.6% |