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 | $156,023 | $91,552+70.4% | $133,956+16.5% | $79,858+95.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.60% | 61.85%-47.2pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,893 | $2,384+21.4% | $3,919-26.2% | $2,471+17.1% |
| Participant deferral / active EE | $10,326 | $3,733+176.6% | $5,048+104.6% | $3,740+176.1% |
| Admin fee / account holder | $48,308 | $6,321+664.3% | $8,927+441.1% | $5,306+810.4% |