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 | $165,265 | $100,773+64.0% | $88,946+85.8% | $142,382+16.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.18% | 70.18%-55.0pp | 57.82%-42.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,121 | $2,918+7.0% | $2,555+22.2% | $4,299-27.4% |
| Participant deferral / active EE | $7,667 | $5,230+46.6% | $4,581+67.4% | $6,507+17.8% |
| Admin fee / account holder | $4,973 | $9,693-48.7% | $8,261-39.8% | $12,624-60.6% |