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 | $158,853 | $85,766+85.2% | $136,294+16.6% | $70,131+126.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.54% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $3,964 | $2,966+33.7% | $4,695-15.6% | $2,342+69.2% |
| Participant deferral / active EE | $6,203 | $5,051+22.8% | $6,247-0.7% | $3,332+86.2% |
| Admin fee / account holder | $24,897 | $5,420+359.3% | $9,243+169.4% | $4,645+436.0% |