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 | $160,511 | $91,552+75.3% | $133,956+19.8% | $79,858+101.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.63% | 61.85%-45.2pp | 45.09%-28.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,292 | $2,384-45.8% | $3,919-67.0% | $2,471-47.7% |
| Participant deferral / active EE | $3,871 | $3,733+3.7% | $5,048-23.3% | $3,740+3.5% |
| Admin fee / account holder | $5,649 | $6,321-10.6% | $8,927-36.7% | $5,306+6.5% |