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 | $165,962 | $91,037+82.3% | $71,671+131.6% | $147,584+12.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.62% | 20.48%-6.9pp | 20.65%-7.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,238 | $3,327-32.8% | $2,460-9.0% | $4,876-54.1% |
| Participant deferral / active EE | $7,566 | $4,498+68.2% | $3,438+120.1% | $5,439+39.1% |
| Admin fee / account holder | $14,638 | $8,613+70.0% | $5,558+163.4% | $10,885+34.5% |