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 | $152,122 | $93,571+62.6% | $135,903+11.9% | $75,163+102.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.47% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $6,897 | $3,537+95.0% | $4,856+42.0% | $2,670+158.3% |
| Participant deferral / active EE | $6,785 | $6,404+5.9% | $7,758-12.5% | $4,125+64.5% |
| Admin fee / account holder | $39,875 | $6,975+471.6% | $10,762+270.5% | $5,651+605.6% |