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 | $176,410 | $85,766+105.7% | $136,294+29.4% | $70,131+151.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.09% | 31.45%-16.4pp | 5155.94%-5140.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,043 | $2,966+2.6% | $4,695-35.2% | $2,342+29.9% |
| Participant deferral / active EE | $6,059 | $5,051+19.9% | $6,247-3.0% | $3,332+81.9% |
| Admin fee / account holder | $534 | $5,420-90.2% | $9,243-94.2% | $4,645-88.5% |