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 | $168,696 | $115,708+45.8% | $65,255+158.5% | $139,434+21.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 8.04% | 31.19%-23.2pp | 47.35%-39.3pp | 372.94%-364.9pp |
| Employer contribution / active EE | $2,238 | $2,599-13.9% | $1,691+32.3% | $4,751-52.9% |
| Participant deferral / active EE | $3,011 | $4,240-29.0% | $2,831+6.4% | $6,710-55.1% |
| Admin fee / account holder | $5,790 | $6,698-13.6% | $4,112+40.8% | $11,403-49.2% |