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 | $168,567 | $99,918+68.7% | $81,382+107.1% | $145,922+15.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.64% | 34.32%-20.7pp | 24.73%-11.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,195 | $2,978-26.3% | $2,463-10.9% | $4,660-52.9% |
| Participant deferral / active EE | $4,911 | $4,605+6.6% | $3,883+26.5% | $6,688-26.6% |
| Admin fee / account holder | $469 | $8,212-94.3% | $5,768-91.9% | $13,397-96.5% |