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 | $160,081 | $86,286+85.5% | $111,297+43.8% | $85,850+86.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.01% | 19.99%-5.0pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $4,014 | $2,043+96.5% | $2,731+47.0% | $2,565+56.5% |
| Participant deferral / active EE | $8,312 | $3,641+128.3% | $4,487+85.2% | $3,952+110.3% |
| Admin fee / account holder | $23,821 | $8,188+190.9% | $7,964+199.1% | $6,260+280.5% |