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 | $158,591 | $78,422+102.2% | $95,952+65.3% | $79,858+98.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 25.68% | 19.37%+6.3pp | 91.61%-65.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $2,263 | $1,945+16.3% | $2,541-11.0% | $2,471-8.4% |
| Participant deferral / active EE | $4,119 | $3,440+19.7% | $4,167-1.2% | $3,740+10.1% |
| Admin fee / account holder | $1,434 | $5,622-74.5% | $6,795-78.9% | $5,306-73.0% |