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 | $194,887 | $104,251+86.9% | $91,001+114.2% | $147,584+32.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.75% | 27.06%-8.3pp | 4.60%+14.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,800 | $3,116+54.1% | $2,456+95.5% | $4,876-1.6% |
| Participant deferral / active EE | $8,831 | $4,195+110.5% | $3,547+149.0% | $5,439+62.4% |
| Admin fee / account holder | $1,188 | $8,948-86.7% | $5,417-78.1% | $10,885-89.1% |