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 | $156,757 | $118,919+31.8% | $88,538+77.1% | $152,861+2.5% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 15.79% | 47.92%-32.1pp | 43.64%-27.9pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,979 | $2,669+11.6% | $2,098+42.0% | $4,762-37.4% |
| Participant deferral / active EE | $4,167 | $3,549+17.4% | $2,914+43.0% | $5,850-28.8% |
| Admin fee / account holder | $1,267 | $5,876-78.4% | $4,310-70.6% | $11,596-89.1% |