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 | $181,610 | $106,890+69.9% | $84,015+116.2% | $152,861+18.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 19.31% | 104.99%-85.7pp | 71.31%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,899 | $2,734-30.5% | $1,983-4.2% | $4,762-60.1% |
| Participant deferral / active EE | $6,176 | $4,011+54.0% | $3,239+90.7% | $5,850+5.6% |
| Admin fee / account holder | $18,047 | $8,285+117.8% | $6,101+195.8% | $11,596+55.6% |