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 | $146,924 | $93,571+57.0% | $135,903+8.1% | $75,163+95.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.46% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $8,220 | $3,537+132.4% | $4,856+69.3% | $2,670+207.9% |
| Participant deferral / active EE | $8,829 | $6,404+37.9% | $7,758+13.8% | $4,125+114.0% |
| Admin fee / account holder | $2,410 | $6,975-65.5% | $10,762-77.6% | $5,651-57.4% |