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 | $168,869 | $63,346+166.6% | $92,233+83.1% | $70,131+140.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.42% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,029 | $2,471-17.9% | $3,679-44.8% | $2,342-13.4% |
| Participant deferral / active EE | $6,273 | $2,854+119.8% | $3,897+61.0% | $3,332+88.3% |
| Admin fee / account holder | $1,141 | $3,840-70.3% | $5,194-78.0% | $4,645-75.4% |