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 | $154,634 | $101,069+53.0% | $81,478+89.8% | $147,584+4.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.72% | 32.40%-13.7pp | 38.78%-20.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,507 | $3,205-53.0% | $2,568-41.3% | $4,876-69.1% |
| Participant deferral / active EE | $4,511 | $4,242+6.3% | $3,537+27.5% | $5,439-17.1% |
| Admin fee / account holder | $3,129 | $5,812-46.2% | $4,561-31.4% | $10,885-71.3% |