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 | $166,639 | $65,703+153.6% | $94,224+76.9% | $59,632+179.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 1.65% | 5.22%-3.6pp | 10.68%-9.0pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $7,110 | $2,021+251.9% | $3,587+98.2% | $2,203+222.8% |
| Participant deferral / active EE | $5,812 | $3,143+84.9% | $4,320+34.5% | $3,192+82.1% |
| Admin fee / account holder | $1,525 | $4,264-64.2% | $6,269-75.7% | $4,297-64.5% |