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 | $164,643 | $127,386+29.2% | $115,037+43.1% | $125,391+31.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.43% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $5,198 | $5,166+0.6% | $4,608+12.8% | $4,866+6.8% |
| Participant deferral / active EE | $12,191 | $6,423+89.8% | $6,026+102.3% | $5,352+127.8% |
| Admin fee / account holder | $44,484 | $9,516+367.5% | $8,175+444.1% | $9,540+366.3% |