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 | $169,374 | $115,770+46.3% | $101,248+67.3% | $158,922+6.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.47% | 56.14%-39.7pp | 46.47%-30.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,394 | $4,175-18.7% | $3,660-7.3% | $4,761-28.7% |
| Participant deferral / active EE | $5,870 | $4,957+18.4% | $4,370+34.3% | $5,982-1.9% |
| Admin fee / account holder | $8,817 | $7,245+21.7% | $5,945+48.3% | $11,246-21.6% |