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 | $164,410 | $107,934+52.3% | $91,989+78.7% | $152,861+7.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.77% | 89.24%-63.5pp | 69.02%-43.2pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,965 | $4,210-53.3% | $3,452-43.1% | $4,762-58.7% |
| Participant deferral / active EE | $8,742 | $6,364+37.4% | $5,923+47.6% | $5,850+49.4% |
| Admin fee / account holder | $11,215 | $10,520+6.6% | $7,743+44.8% | $11,596-3.3% |