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 | $170,355 | $95,971+77.5% | $74,550+128.5% | $135,375+25.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 18.13% | 56.96%-38.8pp | 32.53%-14.4pp | 519.73%-501.6pp |
| Employer contribution / active EE | $1,334 | $2,716-50.9% | $1,961-32.0% | $4,779-72.1% |
| Participant deferral / active EE | $3,350 | $3,843-12.8% | $3,108+7.8% | $5,609-40.3% |
| Admin fee / account holder | $9,924 | $6,522+52.2% | $5,060+96.1% | $10,827-8.3% |