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 | $169,976 | $99,079+71.6% | $77,999+117.9% | $273,961-38.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.25% | 217.93%-212.7pp | 425.96%-420.7pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,081 | $3,308-37.1% | $2,470-15.8% | $4,869-57.3% |
| Participant deferral / active EE | $2,439 | $4,306-43.4% | $3,497-30.3% | $5,287-53.9% |
| Admin fee / account holder | $8,308 | $8,954-7.2% | $5,480+51.6% | $10,132-18.0% |