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 | $167,510 | $101,883+64.4% | $453,369-63.1% | $85,850+95.1% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 25.24% | 25.38%-0.1pp | 64.40%-39.2pp | 318.53%-293.3pp |
| Employer contribution / active EE | $2,666 | $2,847-6.4% | $4,070-34.5% | $2,565+3.9% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $6,209-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,321 | $5,706+115.9% | $11,209+9.9% | $6,260+96.8% |