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 | $182,164 | $96,484+88.8% | $75,886+140.0% | $152,861+19.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.85% | 33.98%-14.1pp | 30.76%-10.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,704 | $3,309-48.5% | $2,500-31.9% | $4,762-64.2% |
| Participant deferral / active EE | $3,931 | $4,553-13.7% | $3,603+9.1% | $5,850-32.8% |
| Admin fee / account holder | $44,149 | $8,078+446.5% | $5,418+714.8% | $11,596+280.7% |