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 | $159,832 | $78,422+103.8% | $95,952+66.6% | $79,858+100.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.79% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $4,352 | $1,945+123.8% | $2,541+71.3% | $2,471+76.1% |
| Participant deferral / active EE | $9,084 | $3,440+164.1% | $4,167+118.0% | $3,740+142.9% |
| Admin fee / account holder | $835 | $5,622-85.1% | $6,795-87.7% | $5,306-84.3% |