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 | $167,827 | $102,966+63.0% | $90,281+85.9% | $152,861+9.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.67% | 95.16%-73.5pp | 78.10%-56.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,584 | $3,139+14.2% | $2,854+25.5% | $4,762-24.8% |
| Participant deferral / active EE | $4,526 | $4,281+5.7% | $3,885+16.5% | $5,850-22.6% |
| Admin fee / account holder | $1,085 | $6,171-82.4% | $5,351-79.7% | $11,596-90.6% |