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 | $173,656 | $91,190+90.4% | $178,490-2.7% | $79,858+117.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.66% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $5,275 | $3,256+62.0% | $5,011+5.3% | $2,471+113.5% |
| Participant deferral / active EE | $3,140 | $3,236-3.0% | $5,202-39.6% | $3,740-16.0% |
| Admin fee / account holder | $4,515 | $6,751-33.1% | $13,984-67.7% | $5,306-14.9% |