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 | $163,613 | $84,233+94.2% | $170,442-4.0% | $70,131+133.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.59% | 23.06%-5.5pp | 205.93%-188.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,285 | $3,387-32.5% | $5,433-57.9% | $2,342-2.4% |
| Participant deferral / active EE | $3,384 | $3,086+9.7% | $4,939-31.5% | $3,332+1.6% |
| Admin fee / account holder | $4,856 | $5,698-14.8% | $13,880-65.0% | $4,645+4.5% |