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 | $185,065 | $91,190+102.9% | $178,490+3.7% | $79,858+131.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.40% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,907 | $3,256-10.7% | $5,011-42.0% | $2,471+17.6% |
| Participant deferral / active EE | $8,377 | $3,236+158.8% | $5,202+61.0% | $3,740+124.0% |
| Admin fee / account holder | $4,890 | $6,751-27.6% | $13,984-65.0% | $5,306-7.8% |