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 | $155,428 | $99,652+56.0% | $78,778+97.3% | $147,584+5.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.36% | 47.28%-25.9pp | 35.62%-14.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $6,851 | $2,796+145.0% | $1,986+245.0% | $4,876+40.5% |
| Participant deferral / active EE | $5,866 | $3,664+60.1% | $2,958+98.3% | $5,439+7.9% |
| Admin fee / account holder | $5,765 | $7,155-19.4% | $5,134+12.3% | $10,885-47.0% |