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 | $173,274 | $51,576+236.0% | $129,207+34.1% | $80,856+114.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 20.64% | 20.81%-0.2pp | 9417.33%-9396.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $4,072 | $1,584+157.1% | $4,153-2.0% | $2,755+47.8% |
| Participant deferral / active EE | $7,864 | $2,669+194.7% | $4,168+88.7% | $4,296+83.1% |
| Admin fee / account holder | $4,118 | $4,305-4.4% | $7,715-46.6% | $6,918-40.5% |