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 | $172,918 | $100,004+72.9% | $81,438+112.3% | $145,959+18.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.22% | 34.34%-20.1pp | 24.74%-10.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,775 | $2,970-40.2% | $2,460-27.9% | $4,661-61.9% |
| Participant deferral / active EE | $1,851 | $4,603-59.8% | $3,883-52.3% | $6,689-72.3% |
| Admin fee / account holder | $5,916 | $8,202-27.9% | $5,764+2.6% | $13,398-55.8% |