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 | $166,976 | $60,124+177.7% | $90,404+84.7% | $79,858+109.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.43% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,527 | $2,068-26.2% | $3,262-53.2% | $2,471-38.2% |
| Participant deferral / active EE | $3,194 | $2,938+8.7% | $3,963-19.4% | $3,740-14.6% |
| Admin fee / account holder | $4,275 | $3,976+7.5% | $5,611-23.8% | $5,306-19.4% |