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 | $168,133 | $74,888+124.5% | $71,209+136.1% | $142,382+18.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.03% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,924 | $2,854-32.6% | $2,721-29.3% | $4,299-55.2% |
| Participant deferral / active EE | $2,384 | $4,454-46.5% | $4,175-42.9% | $6,507-63.4% |
| Admin fee / account holder | $17,035 | $5,568+205.9% | $5,349+218.5% | $12,624+34.9% |