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 | $168,760 | $117,841+43.2% | $102,423+64.8% | $145,922+15.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.14% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,006 | $3,615+10.8% | $3,023+32.5% | $4,660-14.0% |
| Participant deferral / active EE | $9,506 | $5,731+65.9% | $5,053+88.1% | $6,688+42.1% |
| Admin fee / account holder | $778 | $13,326-94.2% | $9,451-91.8% | $13,397-94.2% |