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 | $168,885 | $48,364+249.2% | $71,796+135.2% | $62,891+168.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 5.84% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $5,755 | $1,042+452.4% | $1,924+199.1% | $2,281+152.3% |
| Participant deferral / active EE | $2,688 | $2,091+28.5% | $2,794-3.8% | $3,203-16.1% |
| Admin fee / account holder | $4,562 | $3,771+21.0% | $4,815-5.2% | $4,296+6.2% |