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 | $171,353 | $84,696+102.3% | $75,696+126.4% | $167,490+2.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.20% | 199.36%-184.2pp | 104.53%-89.3pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,528 | $3,230+40.2% | $2,743+65.1% | $4,837-6.4% |
| Participant deferral / active EE | $7,390 | $4,580+61.4% | $3,821+93.4% | $6,341+16.5% |
| Admin fee / account holder | $2,349 | $5,355-56.1% | $3,619-35.1% | $12,309-80.9% |