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 | $155,812 | $112,881+38.0% | $90,951+71.3% | $158,922-2.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.25% | 215.79%-199.5pp | 134.60%-118.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,802 | $2,893-3.1% | $2,122+32.0% | $4,761-41.1% |
| Participant deferral / active EE | $7,567 | $4,128+83.3% | $3,373+124.4% | $5,982+26.5% |
| Admin fee / account holder | $780 | $8,041-90.3% | $5,959-86.9% | $11,246-93.1% |