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 | $172,862 | $93,346+85.2% | $71,796+140.8% | $273,961-36.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.14% | 130.39%-121.3pp | 78.04%-68.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,272 | $2,733-53.5% | $1,924-33.9% | $4,869-73.9% |
| Participant deferral / active EE | $13,250 | $3,475+281.3% | $2,794+374.2% | $5,287+150.6% |
| Admin fee / account holder | $2,482 | $6,571-62.2% | $4,815-48.4% | $10,132-75.5% |