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 | $171,966 | $101,618+69.2% | $93,063+84.8% | $137,256+25.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.53% | 223.95%-209.4pp | 34.15%-19.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,623 | $2,707-40.0% | $2,476-34.4% | $4,156-60.9% |
| Participant deferral / active EE | $2,419 | $4,279-43.5% | $3,958-38.9% | $6,407-62.2% |
| Admin fee / account holder | $4,509 | $6,198-27.3% | $6,033-25.3% | $12,270-63.3% |