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 | $160,324 | $99,918+60.5% | $81,382+97.0% | $145,922+9.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.42% | 34.32%-18.9pp | 24.73%-9.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,798 | $2,978-39.6% | $2,463-27.0% | $4,660-61.4% |
| Participant deferral / active EE | $2,007 | $4,605-56.4% | $3,883-48.3% | $6,688-70.0% |
| Admin fee / account holder | $6,196 | $8,212-24.6% | $5,768+7.4% | $13,397-53.8% |