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 | $170,370 | $107,334+58.7% | $92,893+83.4% | $152,861+11.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.34% | 145.58%-127.2pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,149 | $4,221-49.1% | $3,653-41.2% | $4,762-54.9% |
| Participant deferral / active EE | $3,136 | $4,845-35.3% | $4,236-26.0% | $5,850-46.4% |
| Admin fee / account holder | $6,475 | $7,079-8.5% | $5,794+11.8% | $11,596-44.2% |