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 | $144,573 | $99,652+45.1% | $78,778+83.5% | $147,584-2.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.89% | 47.28%-30.4pp | 35.62%-18.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,915 | $2,796-31.5% | $1,986-3.5% | $4,876-60.7% |
| Participant deferral / active EE | $5,246 | $3,664+43.2% | $2,958+77.3% | $5,439-3.6% |
| Admin fee / account holder | $16,299 | $7,155+127.8% | $5,134+217.5% | $10,885+49.7% |