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 | $168,452 | $85,022+98.1% | $70,515+138.9% | $139,434+20.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.45% | 30.38%-12.9pp | 32.77%-15.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,398 | $3,909-13.1% | $2,973+14.3% | $4,751-28.5% |
| Participant deferral / active EE | $9,676 | $5,890+64.3% | $4,567+111.9% | $6,710+44.2% |
| Admin fee / account holder | $4,979 | $8,906-44.1% | $6,412-22.3% | $11,403-56.3% |