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 | $160,771 | $50,972+215.4% | $88,538+81.6% | $72,985+120.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 19.66% | 29.62%-10.0pp | 43.64%-24.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $4,009 | $1,475+171.8% | $2,098+91.0% | $2,440+64.3% |
| Participant deferral / active EE | $3,420 | $2,230+53.3% | $2,914+17.4% | $3,607-5.2% |
| Admin fee / account holder | $21,616 | $3,230+569.2% | $4,310+401.5% | $5,124+321.8% |