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 | $165,377 | $125,758+31.5% | $169,993-2.7% | $75,163+120.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.17% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $6,624 | $4,615+43.5% | $6,785-2.4% | $2,670+148.1% |
| Participant deferral / active EE | $5,098 | $6,837-25.4% | $10,408-51.0% | $4,125+23.6% |
| Admin fee / account holder | $5,974 | $8,173-26.9% | $12,815-53.4% | $5,651+5.7% |