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 | $161,386 | $85,766+88.2% | $136,294+18.4% | $70,131+130.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.57% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,349 | $2,966-54.5% | $4,695-71.3% | $2,342-42.4% |
| Participant deferral / active EE | $7,399 | $5,051+46.5% | $6,247+18.4% | $3,332+122.1% |
| Admin fee / account holder | $2,244 | $5,420-58.6% | $9,243-75.7% | $4,645-51.7% |