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 | $171,593 | $48,795+251.7% | $65,493+162.0% | $84,808+102.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.15% | 20.20%-8.0pp | 982.45%-970.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,481 | $1,930+80.4% | $2,574+35.2% | $2,631+32.3% |
| Participant deferral / active EE | $5,655 | $2,928+93.1% | $3,961+42.8% | $4,212+34.3% |
| Admin fee / account holder | $1,768 | $3,877-54.4% | $5,028-64.8% | $7,344-75.9% |