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 | $125,550 | $100,901+24.4% | $75,670+65.9% | $147,584-14.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.58% | 35.78%-18.2pp | 27.34%-9.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,412 | $3,253-25.9% | $2,352+2.5% | $4,876-50.5% |
| Participant deferral / active EE | $4,178 | $4,027+3.7% | $3,142+33.0% | $5,439-23.2% |
| Admin fee / account holder | $394 | $11,285-96.5% | $5,800-93.2% | $10,885-96.4% |