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 | $143,816 | $101,763+41.3% | $164,866-12.8% | $80,874+77.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.51% | 16.73%+0.8pp | 69.97%-52.5pp | 35.62%-18.1pp |
| Employer contribution / active EE | $3,282 | $2,954+11.1% | $4,343-24.4% | $2,756+19.1% |
| Participant deferral / active EE | $9,673 | $4,477+116.1% | $6,033+60.3% | $4,297+125.1% |
| Admin fee / account holder | $3,003 | $8,228-63.5% | $12,689-76.3% | $6,935-56.7% |