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 | $160,875 | $102,966+56.2% | $90,281+78.2% | $152,861+5.2% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 21.25% | 95.16%-73.9pp | 78.10%-56.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,969 | $3,139-37.3% | $2,854-31.0% | $4,762-58.6% |
| Participant deferral / active EE | $4,869 | $4,281+13.7% | $3,885+25.3% | $5,850-16.8% |
| Admin fee / account holder | $111,779 | $6,171+1711.5% | $5,351+1988.8% | $11,596+863.9% |