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 | $160,566 | $76,312+110.4% | $67,221+138.9% | $158,922+1.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.71% | 22.77%-10.1pp | 20.72%-8.0pp | 302.83%-290.1pp |
| Employer contribution / active EE | $5,900 | $4,476+31.8% | $3,723+58.5% | $4,761+23.9% |
| Participant deferral / active EE | $5,848 | $5,264+11.1% | $4,384+33.4% | $5,982-2.2% |
| Admin fee / account holder | $2,366 | $8,005-70.4% | $5,844-59.5% | $11,246-79.0% |