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 | $173,769 | $109,881+58.1% | $150,045+15.8% | $84,808+104.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.11% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $4,720 | $3,561+32.5% | $4,693+0.6% | $2,631+79.4% |
| Participant deferral / active EE | $4,045 | $6,636-39.0% | $7,997-49.4% | $4,212-4.0% |
| Admin fee / account holder | $2,309 | $8,568-73.1% | $13,435-82.8% | $7,344-68.6% |