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 | $149,714 | $87,166+71.8% | $76,735+95.1% | $137,256+9.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.65% | 26.50%-12.8pp | 29.77%-16.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,376 | $2,904+16.2% | $2,454+37.5% | $4,156-18.8% |
| Participant deferral / active EE | $5,539 | $4,726+17.2% | $4,088+35.5% | $6,407-13.5% |
| Admin fee / account holder | $18,047 | $8,403+114.8% | $7,189+151.0% | $12,270+47.1% |