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 | $167,054 | $109,881+52.0% | $150,045+11.3% | $84,808+97.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.63% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,567 | $3,561+28.2% | $4,693-2.7% | $2,631+73.6% |
| Participant deferral / active EE | $12,829 | $6,636+93.3% | $7,997+60.4% | $4,212+204.6% |
| Admin fee / account holder | $4,524 | $8,568-47.2% | $13,435-66.3% | $7,344-38.4% |