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 | $167,518 | $91,037+84.0% | $71,671+133.7% | $147,584+13.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.54% | 20.48%-5.9pp | 20.65%-6.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,413 | $3,327-57.5% | $2,460-42.5% | $4,876-71.0% |
| Participant deferral / active EE | $5,039 | $4,498+12.0% | $3,438+46.6% | $5,439-7.3% |
| Admin fee / account holder | $1,581 | $8,613-81.6% | $5,558-71.6% | $10,885-85.5% |