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 | $144,970 | $96,484+50.3% | $75,886+91.0% | $152,861-5.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.91% | 33.98%-9.1pp | 30.76%-5.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,496 | $3,309+5.6% | $2,500+39.8% | $4,762-26.6% |
| Participant deferral / active EE | $10,903 | $4,553+139.5% | $3,603+202.6% | $5,850+86.4% |
| Admin fee / account holder | $39,029 | $8,078+383.1% | $5,418+620.3% | $11,596+236.6% |