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 | $153,736 | $81,208+89.3% | $98,907+55.4% | $79,858+92.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.80% | 60.99%-46.2pp | 196.43%-181.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,972 | $1,960+0.6% | $2,689-26.7% | $2,471-20.2% |
| Participant deferral / active EE | $3,938 | $3,265+20.6% | $4,244-7.2% | $3,740+5.3% |
| Admin fee / account holder | $12,765 | $6,013+112.3% | $6,642+92.2% | $5,306+140.6% |