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 | $166,277 | $77,419+114.8% | $69,455+139.4% | $152,861+8.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.31% | 39.06%-18.8pp | 28.97%-8.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $7,973 | $3,315+140.5% | $2,779+186.9% | $4,762+67.4% |
| Participant deferral / active EE | $6,274 | $4,414+42.1% | $3,535+77.4% | $5,850+7.2% |
| Admin fee / account holder | $4,025 | $6,207-35.2% | $3,839+4.8% | $11,596-65.3% |