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 | $142,238 | $91,190+56.0% | $178,490-20.3% | $79,858+78.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.90% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,382 | $3,256-26.8% | $5,011-52.5% | $2,471-3.6% |
| Participant deferral / active EE | $5,255 | $3,236+62.4% | $5,202+1.0% | $3,740+40.5% |
| Admin fee / account holder | $12,567 | $6,751+86.2% | $13,984-10.1% | $5,306+136.8% |