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 | $164,003 | $80,717+103.2% | $154,803+5.9% | $84,808+93.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.67% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,886 | $2,761+40.7% | $4,305-9.8% | $2,631+47.7% |
| Participant deferral / active EE | $6,443 | $3,303+95.1% | $5,540+16.3% | $4,212+53.0% |
| Admin fee / account holder | $4,594 | $6,746-31.9% | $14,329-67.9% | $7,344-37.4% |