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 | $158,405 | $78,672+101.3% | $109,143+45.1% | $85,850+84.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.35% | 25.09%-11.7pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,450 | $2,735+26.2% | $3,722-7.3% | $2,565+34.5% |
| Participant deferral / active EE | $11,834 | $3,467+241.3% | $4,653+154.3% | $3,952+199.5% |
| Admin fee / account holder | $36,995 | $5,469+576.4% | $6,752+447.9% | $6,260+491.0% |