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 | $174,104 | $91,552+90.2% | $133,956+30.0% | $79,858+118.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.76% | 61.85%-44.1pp | 45.09%-27.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $7,164 | $2,384+200.5% | $3,919+82.8% | $2,471+189.9% |
| Participant deferral / active EE | $6,625 | $3,733+77.5% | $5,048+31.3% | $3,740+77.1% |
| Admin fee / account holder | $6,845 | $6,321+8.3% | $8,927-23.3% | $5,306+29.0% |