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 | $158,378 | $85,766+84.7% | $136,294+16.2% | $70,131+125.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.00% | 31.45%-15.5pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $4,538 | $2,966+53.0% | $4,695-3.4% | $2,342+93.7% |
| Participant deferral / active EE | $5,573 | $5,051+10.3% | $6,247-10.8% | $3,332+67.3% |
| Admin fee / account holder | $5,619 | $5,420+3.7% | $9,243-39.2% | $4,645+21.0% |