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 | $143,391 | $85,022+68.7% | $70,515+103.3% | $139,434+2.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.59% | 30.38%-16.8pp | 32.77%-19.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $6,234 | $3,909+59.5% | $2,973+109.6% | $4,751+31.2% |
| Participant deferral / active EE | $4,320 | $5,890-26.7% | $4,567-5.4% | $6,710-35.6% |
| Admin fee / account holder | $3,136 | $8,906-64.8% | $6,412-51.1% | $11,403-72.5% |