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 | $159,195 | $80,717+97.2% | $154,803+2.8% | $84,808+87.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.90% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $9,408 | $2,761+240.7% | $4,305+118.5% | $2,631+257.6% |
| Participant deferral / active EE | $4,927 | $3,303+49.2% | $5,540-11.1% | $4,212+17.0% |
| Admin fee / account holder | $5,062 | $6,746-25.0% | $14,329-64.7% | $7,344-31.1% |