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 | $166,567 | $117,983+41.2% | $101,794+63.6% | $142,382+17.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.42% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,834 | $2,773-33.9% | $2,289-19.9% | $4,299-57.3% |
| Participant deferral / active EE | $14,602 | $4,714+209.8% | $4,084+257.5% | $6,507+124.4% |
| Admin fee / account holder | $1,037 | $10,433-90.1% | $8,777-88.2% | $12,624-91.8% |