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 | $166,828 | $86,286+93.3% | $111,297+49.9% | $85,850+94.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 24.67% | 19.99%+4.7pp | 54.65%-30.0pp | 318.53%-293.9pp |
| Employer contribution / active EE | $7,597 | $2,043+271.8% | $2,731+178.2% | $2,565+196.2% |
| Participant deferral / active EE | $7,575 | $3,641+108.1% | $4,487+68.8% | $3,952+91.7% |
| Admin fee / account holder | $1,525 | $8,188-81.4% | $7,964-80.8% | $6,260-75.6% |