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 | $155,573 | $102,966+51.1% | $90,281+72.3% | $152,861+1.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.60% | 95.16%-73.6pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,349 | $3,139+6.7% | $2,854+17.3% | $4,762-29.7% |
| Participant deferral / active EE | $7,470 | $4,281+74.5% | $3,885+92.3% | $5,850+27.7% |
| Admin fee / account holder | $2,893 | $6,171-53.1% | $5,351-45.9% | $11,596-75.0% |