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 | $156,928 | $77,419+102.7% | $69,455+125.9% | $152,861+2.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.34% | 39.06%-25.7pp | 28.97%-15.6pp | 345.32%-332.0pp |
| Employer contribution / active EE | $8,452 | $3,315+154.9% | $2,779+204.1% | $4,762+77.5% |
| Participant deferral / active EE | $3,625 | $4,414-17.9% | $3,535+2.5% | $5,850-38.0% |
| Admin fee / account holder | $9,053 | $6,207+45.8% | $3,839+135.8% | $11,596-21.9% |