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 | $164,891 | $106,890+54.3% | $84,015+96.3% | $152,861+7.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.57% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,934 | $2,734-29.3% | $1,983-2.5% | $4,762-59.4% |
| Participant deferral / active EE | $3,993 | $4,011-0.5% | $3,239+23.3% | $5,850-31.7% |
| Admin fee / account holder | $12,206 | $8,285+47.3% | $6,101+100.1% | $11,596+5.3% |