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 | $166,143 | $78,672+111.2% | $109,143+52.2% | $85,850+93.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.79% | 25.09%-9.3pp | 25.75%-10.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $6,185 | $2,735+126.2% | $3,722+66.2% | $2,565+141.1% |
| Participant deferral / active EE | $6,317 | $3,467+82.2% | $4,653+35.7% | $3,952+59.8% |
| Admin fee / account holder | $4,742 | $5,469-13.3% | $6,752-29.8% | $6,260-24.2% |