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 | $164,949 | $67,411+144.7% | $91,001+81.3% | $70,131+135.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.74% | -40.16%+56.9pp | 4.60%+12.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,950 | $1,786+177.1% | $2,456+101.6% | $2,342+111.3% |
| Participant deferral / active EE | $5,379 | $2,823+90.6% | $3,547+51.6% | $3,332+61.5% |
| Admin fee / account holder | $1,366 | $4,236-67.8% | $5,417-74.8% | $4,645-70.6% |