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 | $164,542 | $104,664+57.2% | $85,682+92.0% | $167,490-1.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.58% | 21.45%-7.9pp | 21.49%-7.9pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,388 | $3,337+1.5% | $2,618+29.4% | $4,837-30.0% |
| Participant deferral / active EE | $7,206 | $4,824+49.4% | $3,923+83.7% | $6,341+13.6% |
| Admin fee / account holder | $4,370 | $10,032-56.4% | $6,873-36.4% | $12,309-64.5% |