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 | $157,814 | $81,233+94.3% | $155,567+1.4% | $80,874+95.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.94% | 33.33%-21.4pp | 64.74%-52.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $5,257 | $3,101+69.5% | $4,674+12.5% | $2,756+90.8% |
| Participant deferral / active EE | $5,277 | $3,452+52.8% | $5,628-6.2% | $4,297+22.8% |
| Admin fee / account holder | $3,043 | $7,998-62.0% | $15,916-80.9% | $6,935-56.1% |