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 | $166,139 | $98,750+68.2% | $149,696+11.0% | $79,858+108.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.37% | 27.43%-15.1pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,508 | $3,216-53.1% | $4,644-67.5% | $2,471-39.0% |
| Participant deferral / active EE | $6,898 | $5,680+21.4% | $6,842+0.8% | $3,740+84.4% |
| Admin fee / account holder | $3,635 | $6,053-39.9% | $9,309-60.9% | $5,306-31.5% |