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 | $156,554 | $185,822-15.8% | $169,993-7.9% | $139,434+12.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.51% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $3,207 | $7,590-57.8% | $6,785-52.7% | $4,751-32.5% |
| Participant deferral / active EE | $10,488 | $11,622-9.8% | $10,408+0.8% | $6,710+56.3% |
| Admin fee / account holder | $47,918 | $15,381+211.6% | $12,815+273.9% | $11,403+320.2% |