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 | $168,392 | $95,266+76.8% | $82,389+104.4% | $142,382+18.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.36% | 25.74%-14.4pp | 28.67%-17.3pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,344 | $2,991+11.8% | $2,517+32.8% | $4,299-22.2% |
| Participant deferral / active EE | $7,482 | $4,809+55.6% | $4,155+80.1% | $6,507+15.0% |
| Admin fee / account holder | $68,315 | $8,563+697.7% | $7,231+844.8% | $12,624+441.2% |