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 | $171,937 | $49,227+249.3% | $70,449+144.1% | $79,858+115.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.98% | 30.06%-17.1pp | 109.03%-96.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,720 | $2,099+77.2% | $2,737+35.9% | $2,471+50.5% |
| Participant deferral / active EE | $5,965 | $2,768+115.5% | $3,709+60.9% | $3,740+59.5% |
| Admin fee / account holder | $1,075 | $2,878-62.7% | $3,845-72.0% | $5,306-79.7% |