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 | $177,895 | $60,892+192.2% | $82,389+115.9% | $84,808+109.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 14.81% | 37.29%-22.5pp | 28.67%-13.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,577 | $1,779-11.4% | $2,517-37.3% | $2,631-40.1% |
| Participant deferral / active EE | $12,228 | $3,179+284.7% | $4,155+194.3% | $4,212+190.3% |
| Admin fee / account holder | $43,888 | $5,467+702.7% | $7,231+507.0% | $7,344+497.6% |