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 | $163,041 | $85,766+90.1% | $136,294+19.6% | $70,131+132.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.43% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $11,803 | $2,966+297.9% | $4,695+151.4% | $2,342+403.9% |
| Participant deferral / active EE | $4,398 | $5,051-12.9% | $6,247-29.6% | $3,332+32.0% |
| Admin fee / account holder | $2,781 | $5,420-48.7% | $9,243-69.9% | $4,645-40.1% |