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 | $149,211 | $93,571+59.5% | $135,903+9.8% | $75,163+98.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.68% | 30.90%-9.2pp | 68.23%-46.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $32,783 | $3,537+826.9% | $4,856+575.1% | $2,670+1127.9% |
| Participant deferral / active EE | $5,774 | $6,404-9.8% | $7,758-25.6% | $4,125+40.0% |
| Admin fee / account holder | $2,490 | $6,975-64.3% | $10,762-76.9% | $5,651-55.9% |