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 | $161,709 | $78,422+106.2% | $95,952+68.5% | $79,858+102.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.77% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,622 | $1,945+86.2% | $2,541+42.6% | $2,471+46.6% |
| Participant deferral / active EE | $3,641 | $3,440+5.8% | $4,167-12.6% | $3,740-2.7% |
| Admin fee / account holder | $4,471 | $5,622-20.5% | $6,795-34.2% | $5,306-15.7% |