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 | $163,240 | $78,422+108.2% | $95,952+70.1% | $79,858+104.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.50% | 19.37%-1.9pp | 91.61%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $9,615 | $1,945+394.3% | $2,541+278.4% | $2,471+289.2% |
| Participant deferral / active EE | $7,068 | $3,440+105.5% | $4,167+69.6% | $3,740+89.0% |
| Admin fee / account holder | $1,501 | $5,622-73.3% | $6,795-77.9% | $5,306-71.7% |