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 | $150,290 | $107,934+39.2% | $91,989+63.4% | $152,861-1.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.31% | 89.24%-67.9pp | 69.02%-47.7pp | 345.32%-324.0pp |
| Employer contribution / active EE | $9,612 | $4,210+128.3% | $3,452+178.4% | $4,762+101.8% |
| Participant deferral / active EE | $4,867 | $6,364-23.5% | $5,923-17.8% | $5,850-16.8% |
| Admin fee / account holder | $1,532 | $10,520-85.4% | $7,743-80.2% | $11,596-86.8% |