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 | $157,984 | $99,985+58.0% | $146,665+7.7% | $85,850+84.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.98% | 18.93%-5.0pp | 22.74%-8.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,781 | $2,559-30.4% | $4,136-56.9% | $2,565-30.6% |
| Participant deferral / active EE | $9,941 | $4,006+148.2% | $5,506+80.5% | $3,952+151.6% |
| Admin fee / account holder | $4,725 | $7,702-38.7% | $10,280-54.0% | $6,260-24.5% |