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 | $178,161 | $155,788+14.4% | $124,672+42.9% | $167,490+6.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.72% | 17.97%-5.3pp | 5142.93%-5130.2pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,361 | $4,163-67.3% | $3,324-59.0% | $4,837-71.9% |
| Participant deferral / active EE | $7,903 | $5,673+39.3% | $4,614+71.3% | $6,341+24.6% |
| Admin fee / account holder | $2,019 | $9,531-78.8% | $7,493-73.1% | $12,309-83.6% |