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 | $163,837 | $93,571+75.1% | $135,903+20.6% | $75,163+118.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.33% | 30.90%-7.6pp | 68.23%-44.9pp | 160.62%-137.3pp |
| Employer contribution / active EE | $4,190 | $3,537+18.5% | $4,856-13.7% | $2,670+56.9% |
| Participant deferral / active EE | $10,523 | $6,404+64.3% | $7,758+35.6% | $4,125+155.1% |
| Admin fee / account holder | $585 | $6,975-91.6% | $10,762-94.6% | $5,651-89.7% |