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 | $148,229 | $99,985+48.3% | $146,665+1.1% | $85,850+72.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.27% | 18.93%-5.7pp | 22.74%-9.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,664 | $2,559-35.0% | $4,136-59.8% | $2,565-35.1% |
| Participant deferral / active EE | $5,388 | $4,006+34.5% | $5,506-2.1% | $3,952+36.3% |
| Admin fee / account holder | $42,614 | $7,702+453.3% | $10,280+314.5% | $6,260+580.7% |