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 | $161,720 | $70,475+129.5% | $100,516+60.9% | $79,858+102.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 16.01% | 21.90%-5.9pp | 30.89%-14.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,789 | $2,165+28.8% | $3,418-18.4% | $2,471+12.9% |
| Participant deferral / active EE | $8,230 | $5,181+58.8% | $6,270+31.3% | $3,740+120.0% |
| Admin fee / account holder | $632 | $4,478-85.9% | $8,081-92.2% | $5,306-88.1% |