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 | $170,066 | $91,037+86.8% | $71,671+137.3% | $147,584+15.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 41.55% | 20.48%+21.1pp | 20.65%+20.9pp | 578.55%-537.0pp |
| Employer contribution / active EE | $1,418 | $3,327-57.4% | $2,460-42.3% | $4,876-70.9% |
| Participant deferral / active EE | $4,615 | $4,498+2.6% | $3,438+34.2% | $5,439-15.1% |
| Admin fee / account holder | $59,647 | $8,613+592.6% | $5,558+973.1% | $10,885+448.0% |